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Dassian

How to Create a Portfolio

Goal

After completing this how-to you will have learnt how to create a Portfolio for a project in the Dassian Simple Projects Application. This example will show how to setup a portfolio for the purposes of approving a budget plan or a forecast plan.

It is important to note that while not all Portfolios may be specific to the approval processes (some may be used for purposes of reporting downstream) a Portfolio is necessary for the purposes of the approval processes.

First Step

Begin by clicking the Portfolio tile in the Organisation Dashboard as shown below;

Second Step

  1. Click the New Entries button
  2. Enter a name for the Portfolio
  3. Enter a description for the Portfolio
  4. Click the Approval checkbox

Third Step

  1. Select the newly created Portfolio
  2. Click the Portfolio Assignments folder

 

Fourth Step

  1. Click new Entries
  2. Enter the Project Definition


    Repeat steps 1 and 2 for any additional projects
  3. Click Save

 

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