- The navigation bar on the left-hand side provides to the key functionality for managing the portfolio.
This is a context-sensitive menu and it extends to include additional options as a user navigates into a project, but these core functions remain available on all screens...
Add a New Project
A button to add a new project to the portfolio.
Cross Portfolio Tag Search
A powerful search tool that will return any project or element within a project that uses the same tag.
All Projects
Navigate to a full page view of all the projects within the portfolio. NB: a section of the Portfolio Home includes the same table in a condensed view.
Most Recently Accessed Projects
This fast-switch function provides a way to quickly switch between projects - whilst staying at the same level, eg switching from the Action section of Project A navigates the user to the Action section of Project B.
Example Projects
Every account is provided with the same Oracle Financials Cloud Migration example project as a showcase of a working project. This example project is excluded from all other views.
Organisations
View and configure organisations. Every project, user and resource must belong to an organisation. The project manager can configure organisations to be as small as a team through to a global corporation.
Help
Access to this help system.
Social Media
Links to the HORIZON PPM social media accounts.