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Portfolio Options and Preferences vs. Project Options

In RiskyProject Enterprise, there are three types of project defaults that can be set:

  • Portfolio Options are common settings for all projects in the portfolio - these options include units, currencies, defaults calculation parameters, among others. Portfolio settings are applied to each project setting either when the project is created (imported) or each time the project is opened.
  • Project Options can be adjusted separately for each project; Project Options and Portfolio Options are very similar.
  • Preferences are specific to each computer and can be set by any user.

To change Portfolio Options or Preferences:

  1. Click the Projects tab.
  2. In the Portfolio Settings group, click Portfolio Options or Preferences.

To Change Project Options:

  1. Open a project.
  2. On the Schedule tab.
  3. In the Settings and Options group, click Portfolio Options.

See also

About Portfolio Options

Settings up Project Defaults

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