In this article:
Overview
The following article is a more detailed overview on the Configuration Screen Section. This configuration screen appears on a site level portfolio hierarchy on a PMO instance.
The Details tab allows the user to configure a portfolio for the specific site. While the Configuration tab allows the user to configure site settings for the current site that they are logged into.
System
- Settings
Upon opening the settings section, the following screen is shown as below. You can configure General settings, KPI, RAR, Initiative, Reports and Investment Evaluation by clicking on the drop-down located on the right side of the screen. - Password Policy
Edit and/or create the password policy of the portfolio by configuring the below options:
Note: If your password policy is weak, an alert will show suggesting you to add more policy requirements to strengthen your password policy - Unavailability
You can input dates and a reason for an unavailability of a portfolio. You can add more unavailable date intervals by clicking on the +Add button on the top corner of the right side of the screen. - Theme
You can configure the preferred theme of the platform by selecting the color and logo options.
General
- Sequences
Click on this setting to add, delete or edit a sequence of a portfolio. - Sequence Assignment
You can edit the sequence assignment in the following settings section by clicking the drop-down arrows on each field. - Custom Targets
You can add, edit and delete a custom target and edit the color of that target in the Custom Target screen as below. - Calendars
Select the type of calendar you would like to view in your portfolios. You can also add a calendar view by selecting the +Add button on the top-right corner of the screen. - Periods
You can add, delete or configure the periods associated with the portfolio. - Overview Types
In this settings section, you can edit the RAR overview types, add it as an action or delete from the list. - Power BI Reports
You can add, remove or edit a Power BI dashboard associated with a portfolio in this setting section. - User Availability
In this section, you can add or delete a user that is unavailable for the portfolio.