Schedule Portfolio Maintenance in StarPM: Planners Wallcharts

To display the Portfolio Maintenance window:

Add Portfolios

To add one or more Schedule Portfolios to the Portfolio List:

  1. Beneath the Portfolio List, click Add.

    This displays the New Portfolio window.

    New Portfolio window

  2. In this window:

    • Name - Enter a short, descriptive name for the new Portfolio.

    • Hidden - Select this checkbox only if you want the Portfolio to be excluded from pick lists.

      A Portfolio cannot be deleted once it is referenced in existing data, but the Hidden setting allows it to be excluded from usage once it is no longer appropriate.

  3. Click Create.

    The new Portfolio is added to the Portfolio List.

  4. Optionally, if you are adding more than one Portfolio, repeat steps 2 and 3 for each new Portfolio.
  5. When you have finished adding Portfolios, click Close to close the New Portfolio window.

Add Schedules to a Portfolio

To add Schedules to a Portfolio:

  1. Select the Portfolio in the Portfolio List.

    Any Schedules currently allocated to the Portfollio are listed in the Portfolio Schedules grid.

  2. Beneath the Portfolio Schedules grid, click Add.

    This displays the Schedule Selector, where you can make your Schedule selection.

Remove Schedules from a Portfolio

To remove Schedules from a Portfolio:

  1. Select the Portfolio in the Portfolios List.
  2. Select the Schedule for removal in the Portfolio Schedules grid.

  3. Beneath the Portfolio Schedules grid, click Delete.

    The selected Schedule is removed from the Portfolio.

    There is no prompt for confirmation.

Edit Portfolio Settings

To edit a Portfolio:

  1. Select the Portfolio in the Portfolio List.

  2. Beneath the Portfolio List, click Edit.

    This displays the Edit Portfolio window, which is identical to the New Portfolio window (see above) in all but name.

    In this window:

  3. Edit the Portfolio Name or Hidden checkbox state as required.

    A Portfolio cannot be deleted once it is referenced in existing data, but the Hidden setting allows it to be excluded from usage once it is no longer appropriate.

  4. Click Update.

    The details in the Portfolio List are updated to reflect your changes.

  5. Optionally, if you are editing more than one Portfolio, repeat steps 2 and 3 for each Portfolio.

  6. Click Close.

    The Edit Portfolio window is closed.

Delete a Portfolio

A Schedule Portfolio can be deleted only if it is not associated with any existing Budget.

A Portfolio can then be deleted without having first to remove any Schedules currently allocated to it. Neither Schedules nor Schedule allocations to other Portfolios are affected by the deletion.

To delete a Portfolio:

  1. In the Portfolio List, select the relevant Portfolio.
  2. Beneath the Portfolio List, click Delete.

  3. If the Portfolio is not associated with a budget it is deleted and removed from the list in the Portfolios grid.

    There is no prompt for confirmation.

    If the Portfolio is associated with a budget, then a system message is displayed to that effect. The Portfolio cannot be deleted.