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About Portfolio Options

Portfolio options set the defaults that are applied to all new projects in the database and require administrative permissions to set. The Portfolio Options dialog box includes seven tabs.

  • General tab to setup general information regarding the organization and can be used for reporting purposes
  • Duration tab to define calculation of task durations
  • Calendar tab is responsible for calculation of project schedule
  • Units tab defines how time units are displayed or input
  • Calculation tab to setup default calculation parameters
  • Cost tab is responsible to default cost parameters and calculation
  • Risk tab defines defaults for the Global and Local risks.

To read more about Options and Settings, see Settings up Project Defaults.

The Portfolio calendar is used to display the Portfolio Gantt chart. The Portfolio Calendar is always the Standard calendar

See also

About Portfolio Options and Peferences vs. Project Options

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