Project Portfolio Portlets Set Up

The following table describes the tasks to set up the Project Portfolio portlets:

Portlet	Task
My Project Portfolio Portlet	Create a Project Record – Create a project record so you can track key deliverables for completion. Project records store information like customer, start date, and status. For more information, see Creating a Project Record. Ensure that project status is set. Only projects marked In progress, Awarded, or Pending display in the portlet. Assign a Project Manager – Employees with full permissions to the project record need to assign a project manager so they can access the records and pages for the projects. For more information, see Assigning a Project Manager to a Project.

Portlet

Task

Create a Project Record – Create a project record so you can track key deliverables for completion. Project records store information like customer, start date, and status. For more information, see Creating a Project Record.

Ensure that project status is set. Only projects marked In progress, Awarded, or Pending display in the portlet.
Assign a Project Manager – Employees with full permissions to the project record need to assign a project manager so they can access the records and pages for the projects. For more information, see Assigning a Project Manager to a Project.