General (fig. 1)

This function provides an overview of projects in a portfolio and composition in an overview window (fig. 1). The data shown can be customized as desired.

Figure 1: example project list


Where to find

Taskbar Portfolio > Project list


Options:

  • Active portfolio: use first drop down to change active portfolio and use second drop down to change active composition.
  • Active composition: shows initial value (fig. 3) and chances the active composition
  • Filters: these can be used to filter the projects.
  • Configurationpanel: these can be used to select a saved preset or to select which columns should be shown (fig. 4).
  • Export data.
  • Reload: refreshes the window.
  • When right clicking the column header a dropdown list is shown (fig. 5). The following option are available:
    • Sort ascending; Sort from low to high or alphabetically from A to Z.
    • Sort descending; Sort from high to low or alphabetically from Z to A.
    • Clear sorting; Remove ascending or descending sorting.
    • Group by; Select a column on which all data will be group when they have the same value. E.g. Grouping on Group, all portfolios belonging to "Europe" are displayed in a same group. Several groups can be used at once.
    • Ungroup; Remove the grouping on that column.
    • Best fit; Sets the column width to its narrowest size.
    • Columns; Like Presets (fig. 4).
    • Filters; Ads a filter (fig. 3). Set filter are indicated on the bottom.

   
Figure 2: right clicking column header  


 
Figure 3: selecting the filter option from menu (fig. 5)
  • Table sorting right-click: When you right-click on a column header, a dropdown list is presented (fig. 4) with sorting options.
  • Table sorting left-click:  When you left-click on a column header, the table will be sorted in a (one click) ascending (arrow up) and (2nd click) a descending order (arrow down). In this case, on "portfolio" but you can sort on every column of the table. 3th click on the column header the arrow will disappear and also the sorting on that column.
  • By clicking and dragging the borders of the column headers, these columns can be made wider or smaller.


Figure 4: Select portfolio and compositions