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How portfolio options are applied

These are two ways by which portfolio options are applied to a particular project:

  • Apply portfolio options to all new or imported projects - the user may change individual project options at any time.
  • Use only portfolio options - inividual project options cannot be changed.

To change these rules:

  1. Click the Projects tab.
  2. In the Portfolio Settings group, click Portfolio Options.
  3. Click the General tab.
  4. Select on the rules to apply to the Portfolio.
  5. Click OK.

See also

About Portfolio Options

Portfolio Options and Preferences vs. Project Options

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