Portfolio management console

The Portfolio Management console is the main console for Portfolio Management. It provides a single point for Portfolio managers and Portfolio Masters, where they can monitor the progress of portfolios as they move through their lifecycle.

To access the demand management console, log in Agility Suite application and click Portfolios.

The following figure shows the options once you access the portfolio console.

The following table describes the portfolio console UI elements:

Annotation	UI element	Description
1	Navigation bar
	Access menus	Navigate to the following options available in Fusion Agility Suite: Dashboard: The dashboard is visible to resource contributors, resource managers, and resource masters. It consists of two buttons through which a user can log his/her timecards and add his/her qualifications. Workspace menu: displays the available workspaces. Ideas, Demands, Projects, Project Tasks, Resource Requests and Resource Assignments. Each workspace displays a list of ideas, demands, projects, projects tasks, resource requests and resource assignments created. Create menu: displays options to create a new Idea, Demand, Project, Portfolio and Resource Request. Portfolios: displays a list of Portfolios created. Resources menu: displays available lists and consoles related to Resource Management. Resource Qualifications, the console of Timecard Approvals, Resource Timecards and Resource Availability.
		Shows the notifications for your profile. For example, when a project task is assigned to the currently logged in user, they will get a notification that will appear under this bell icon.
		The menu displays the following user options: My Qualifications: access My-qualifications-console where users can relate and manage qualifications. Log Timecards: access the Timecard Dashboards console where users can enter a new timecard. My Preferences: enter the preferred language of the user. Sign Out: log out.
		Shows the configuration settings in Fusion Agility Suite, Administering.
		Reports: Click to launch the Reporting dashboard and access reports. For more information, refer to Viewing-Reports
2	Workspace	List of Portfolios.
3	Portfolio ID	Open a Portfolio.
4	Search grid	Search for a portfolio by entering the keywords or portfolio ID.
5		Filter the listed records by entering or selecting values. For example, you want to view active portfolios. To view these records, in the Filter list, enter 'Active' from the Status field and click Apply. You can use preset filters that are available for cases, tasks, and knowledge articles to narrow down your search. Preset filters are filters that are available out of the box for cases, tasks, and knowledge articles. Learn more about creating filters in Defining filter presets to search records.
6		Modify the visible columns in the workspace.

Portfolio management console

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