Questions

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Deactivating Portfolios

Can a portfolio be deactivated, or can it only be deleted?
1 Answer
Steve Blackburn Last activity on 7/19/2019 9:09:16 AM by Mark Sayers

Silos for Projects and Portfolio Management

Are there any plans to allow for creating silos for projects / portfolios in the future? Something with the same kind of separation we get with ticketing applications - where one can work in a ticket application but not have visibility into anot...
1 Answer
David Durling Last activity on 7/12/2017 5:57:10 PM by Aaron Crane

Expired Portfolios

We've been using the portfolio functionality extensively, but I am curious as to what happens when a portfolio end date is passed. Can the portfolio still be accessed, etc.?
1 Answer
Theresa Mullin Last activity on 4/26/2017 10:57:42 AM by Aaron Crane

Portfolios and Workspaces

Is there a way to include Workspace tasks into a Portfolio? We have a very large project underway which has many projects within a single portfolio. There are several one-off tasks as well that would be well suited for a workspace. However, we...
1 Answer
Theresa Mullin Last activity on 4/5/2017 10:37:15 AM by Mark Sayers

Hourly Bill Rate & Hourly Cost Rate

Hello,

We are currently trying to understand how "Hourly Bill Rate" & "Hourly Cost Rate" impacted the "Budget" and the "Budget Used". Is one of these rates used to calculate "Budget" base...
1 Answer
Jeff Ellington Last activity on 2/4/2016 11:27:24 AM by Jamey Stock