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Portal Configuration

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The UPM·X portal provides a dedicated UI to present dashboards and hierarchical portfolio data to your stakeholders.

Go to UPM·X Portal -> Portal Definitions to start configuring the portal. To open the portal itself in a new tab, simply click on UPM·X Portal -> UPM·X Portal

Important: After creating the portal definitions, execute the scheduled job “ON DEMAND: UPM·X Create portal tree for existing definitions” to create the initial portal hierarchies

The following screen shows the overview when clicking ‘Portal Definitions’. All properties will be explained in the detail view.

A – Portal definitions are by default grouped by their grouping.

B – Click ‘New’ to start creating a new portal definition.

C – A portal definition for ‘Business Applications’ in the grouping ‘Application Portfolio’.

Portal Definition – Detail View

A – Grouping – this defines the menu group in which this portal definition will be grouped. To change the list of pre-configured values, change the choice values on table level.

B – Label – this defines the name of the portal definition and menu entry.

C – Base Table – the base table to fetch portfolio data from. Not relevant for dashboards.

D – Get Element Name from – elements shown in the hierarchical navigation are displayed using this property (e.g. if you want to display a ID rather than the name).

E – Order – This determines the order in the navigation structure. Ordering will be alphabetical if left blank.

F – Icon – this allows for using custom icons for this entry. It is shown in the navigation and in the header of the portal, when this item is active.

G – Hide Nav Bar – When activated this option hides the hierarchy navigation on the left, useful dashboards.

H – Form view – Allows to configure a specific form view that should be used in this portfolio definition.

I – Read Roles – Determines which roles are allowed to view this portfolio definition.

J – Expand Label – Here you can specify the label of a menu item (e.g. portfolio attribute or hierarchy definitions) that should be expanded by default when opening this portfolio definition

Portal Definition –Portfolio Attribute

A – Label – specifies the label display in the hierarchical navigation on the left.

B – Type of portfolio attribute definition. Only ‘group by’ available as of now.

C – Base table – needs to remain the same like the portfolio definition.

D – Portfolio Definition – the portfolio definition this portfolio attribute belongs to.

E – Filter – You can chose to filter elements from the base table shown by adding filter criteria here.

F – Active – The portfolio attribute can be set to inactive, which will hide it from the menu.

G – Order – This determines the order of the portfolio attributes and hierarchies of the portfolio definition. Ordering will be alphabetical if left blank.

H – Grouping method – Field or relationship. Select ‘field’ if you want to group by an attribute, e.g. a choice field and ‘relationship’ if grouping by a relationship. You then need to select the related table and the field to show, e.g. name.

I – Field – Select the field on the base table by which the grouping should occur.

J – Rebuild Portal Hierarchy – Triggers a rebuilding of the portal hierarchy stored in a dedicated table. This is handled by a scheduled job, but can be triggered manually using this UI action, e.g. for testing.

Portal Definition – Custom Hierarchy Definition

A – Label – specifies the label display in the hierarchical navigation on the left.

B – Order – specifies the order in the navigation. Ordering will be alphabetical if left blank.

C – Portfolio Definition – specifies the portfolio definition the customer hierarchy is created for.

D – Active – The custom hierarchy can be set to inactive, which will hide it from the menu.

E – Rebuild Portal Hierarchy – Triggers a rebuilding of the portal hierarchy stored in a dedicated table. This is handled by a scheduled job, but can be triggered manually using this UI action, e.g. for testing.

F – Custom Hierarchy – specifies the levels of the custom hierarchy.

Hierarchy Definition – Custom Hierarchy

A – Label – specifies the label (not used in navigation).

B – Table – the base table for this level of the hierarchy.

C – Get Element Name from – elements shown in the hierarchy are displayed using this property (e.g. if you want to display a ID rather than the name).

D – Filter – You can chose to filter elements from the base table shown by adding filter criteria here.

E – Level – the level of the hierarchy this definition is for.

F – Custom Hierarchy Definition – specifies the custom hierarchy definition this entry belongs to.

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