Portfolios offer an effective way to organize your projects. A project portfolio is a collection of all the projects that are currently underway or planned within an organization. It typically provides an organized view of the active, on-going, and proposed projects in terms of their scope, objectives, budget, resources, and timeline. The project portfolio also serves as a tool for decision-making, allowing executives and project managers to compare and prioritize each project based on the organization’s current priorities. Additionally, an effective project portfolio will use an efficient system for sequencing projects and ensuring that resources are allocated according to the organization's strategies and goals.
To efficiently manage portfolio Birdview PSA offers four portfolio access levels listed below from weakest to strongest:
- Portfolio participant,
- Portfolio viewer,
- Portfolio editor,
- Portfolio manager.
For details, see below.
To create a portfolio:
- Select Portfolios on User Menu > Company Settings.
- Click + Add portfolio.
- Name the portfolio, set its status, and give it a description.
- Fill in the portfolio custom fields.
- Add portfolio members.
- Edit the members giving them appropriate permissions: Portfolio manager, Portfolio Editor, Portfolio Viewer, or Portfolio participant.
- Click ‘Save’ to confirm your choice.
Portfolio member permissions
The table summarizes the portfolio member permissions:
|Edit Portfolio (w/o Managing Members)||Yes||No||Yes||No|
|Manage Portfolio Members||Yes||No||No||No|
|View All Activities in Portfolio||Yes||Yes||Yes||No|
|Add Activities to Portfolio||Yes||No||No||No|
|Edit All Activities in Portfolio||Yes||No||Yes||No|
|Delete All Activities from Portfolio||Yes||No||Yes||No|
|View All Time Entries in Portfolio||Yes||Yes||Yes||No|
|Add Time Entries for Someone Else||Yes||No||No||No|
|Edit All Time Entries in Portfolio||Yes||No||Yes||No|
|Delete All Time Entries in Portfolio||Yes||No||Yes||No|
|View Projects in Portfolio||Yes||Yes||Yes||No|
|Edit Projects in Portfolio||Yes||No||Yes||No|
|Delete Projects from Portfolio||Yes||No||Yes||No|
|View Members & Assignees||Yes||Yes||Yes||No|
|Manage Members & Assignees||Yes||No||No||No|