Audience category: Program Managers
Subject category: Resources
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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.

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.