Subject category: Resources
Audience category: Managers
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Project Resource Planning

The Project Resource Planning consolidated view displays a list of planned project and resource information, from the current month and for the following eight months.

Portfolio PDF Reports

A Portfolio PDF Report collects information from a selected portfolio and its' sub-portfolios. Many sub-reports also collect information about the projects contained within these portfolios.

Is an issue automatically created when a calendar change takes place?

Issues are created if the calendar change affects the project end date.

Project Budget Totals

The Project Budget displays monthly budgeted and actual financial information for one financial year at a time.

How do I access the Portfolio PDF Report and Portfolio Reviews?

The ability to generate a Portfolio PDF Report and create or view a Portfolio Review is not part of any i-lign Organisational Security Role by default and must be added for the functionality to become active.

Portfolio Reviews

A review of a portfolio allows Programme Managers to comment on the overall health of a programme of work, at the same time as Project Managers are providing a review of their individual projects.

Accessing and Restricting Portfolios

Portfolio access is normally given using organisational security permissions. Portfolio owners can access their own portfolio without specified permissions but access to other portfolios is restricted.

Project Security

You can control who can access your project, and what areas of your project they can see.

Secure Projects

This topic deals with how to use the i-lign security model for projects with higher levels of sensitivity.

Projects, people and tasks

Follow these steps to assign people to your project tasks.