User Guide
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Portfolio Project Management (PPM)

This PPM Module is used to manage your schedules views across your portfolios.
 
Navigation Path:  Scheduling>PPM
 
Portfolio Project Management (PPM)
 
1

Reload/Cancel

Click to remove changes and return to the original settings.
2

Refresh

Click to refresh the data that appears on the screen.
3

Print

Click to print the schedule grid.
4

Export

Click to export the schedule grid to excel.
5

Disable Sorting

Click to disable the sorting feature.
6

Expand

Click to expand all rows (detailed view).
7

Collapse

Click to collapse all rows (high level view).
8

View Columns

Click to view the columns that are available to add to the view.  Once selected a list of columns will be displayed.  Select the columns to add to the view by placing a check mark in the column header box then click OK.
9

Schedule User Settings

Click to change the way schedule data is viewed. 
10

Group By

Use to group by certain column headers (status, program etc.).
11

Zoom

Use to narrow/expand the gant view (years, quarters, weeks etc.).