Portfolio Manager

Notice Kahua is a very flexible and customizable platform. In your domain, this application may have been modified to meet your company's needs. The online help uses default field labels for field names and describes standard workflows. Please check with your domain administrator for specific information about working in your organization's domain.

The Portfolio Manager app is where you can, with the appropriate permissions, view and edit project information for existing projects and also create new projects.

Note New projects can also be created from the Project Finder app. Refer to Creating a new project.

Important Your domain may use either the Projects app or the Portfolio Manager app to manage project information. They are similar, but the Portfolio Manager application has some additional functionality. If your domain uses the Projects app, refer to Projects app.

To open the Portfolio Manager app, navigate to Apps > All Apps > Portfolio Manager. The projects and partitions below the level of your currently open project appear.

How to . . .

From the Portfolio Manager app, you can open and edit the Project Information page for projects below the level of the currently open project or partition.

  1. Review the header to ensure that you are in the correct project or partition.

  2. Navigate to Apps > All Apps > Portfolio Manager. The projects and partitions below the level of your currently open project appear.

  3. Select a project. The Project Information page appears in the detail pane.

  4. For more information about the actions you can take on the Project Information page, including Edit, Delete, History, Move, and Copy, refer to Project Information.

  5. There are two tabs on the detail pane:

    • Information - This tab contains fields for basic information about a project, including the name, status, roster, project logo, and more.

    • Manage - This tab contains a drop-down selection of apps used on your project can be found in the manage tab. Select an app from the drop-down menu. Related records appear in the log. You can click on a record in the log to open the app in a new window.

You can create a new project from the Projects app by selecting New Project in the action bar. Creating a project this way will create a blank project at a level in the hierarchy below the currently open project or partition.

To create a project from a template or to have more flexibility with where in the hierarchy your project is created, you should create the project from the Project Finder app. For more information on creating new projects, refer to Creating a new project.

Your domain administrator or another user with the appropriate permissions can configure the Portfolio Manager app in the Configuration application.

Important When working in the Configuration app, it is important to review the header and ensure that you are working at the correct level in the hierarchy, either the root domain or at a partition or project level. Settings that you establish at the root domain or lower levels will inherit down the hierarchy until they are overridden. For more information on the hierarchical structure of Kahua, refer to Understanding the hierarchical structure of Kahua.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information on configuring this app in Configuration, refer to Application configuration.

The following items are specific to the Portfolio Manager application:

Options Description
References tab
Enable Direct Upload to File Manager

Select this option to allows user to add reference files directly to non-controlled folders in File Manager when uploading a file. Once selected, add the appropriate applications to the Allow direct upload from References in the following applications field below.

Note This function is not available for the mobile host. It is also only available for files uploaded directly from your computer. It is not available for files added from Google Drive.
Allow direct upload from References in the following applications Select the apps where direct upload from References are allowed.
Disable Removal (Deletion) of Reference Files

Select this option to allow only application Administrators and Moderators to select the Remove option in the References section of all applications. All users will have the option to Void reference files instead. The Remove option will not appear for users who are not application Administrators or Moderators.
ISO 19650
Enforce ISO 19650 Select this option to enforce file naming conventions, supporting ISO 19650.

App permissions are managed in the Groups app. For more information on the Groups app, refer to Setting up groups. For general information on standard permission options, refer to Managing Permissions.

The following roles are unique to the Portfolio Manager app and may or may not be present in your domain, depending on how your domain is set up:

Permission Options Description
Edit Current Project

edit current project, open app, view

Note This role allows users in the group to edit project information for the currently selected project.

Technically the currently selected project is a child record of the project above it in the hierarchy, so this role is required to allow users to modify the project information of their currently selected project.

Editor

edit, open app, report, send, view

Note This role allows users in the group to edit project information for the child projects of the currently selected project, i.e. projects lower in the hierarchy than the current project.

To allow a user to edit the project information for the currently selected project, the Edit Current Project role must be enabled.