New project portfolio in Rillsoft with interface to Integration ServerΒΆ

In order to open a new project portfolio, do as follows:

  1. Select the menu item File > Open new project portfolio.
  2. The dialogue window RIS-Portfolio appears.

  1. Click on the button New Portfolio.

  1. A new row New portfolio appears in the list . Click on the button Properties.

  1. Select the folder where the required projects are located. Or select individual projects, which are to be transferred into the portfolio. Enter a name for the portfolio.
  2. Click on the button OK.

Note: Although you can add to the portfolio projects with resources different from the resource pool, but when you open the portfolio appears a note, that you should switch these projects with the menu item Project > Project resources > Switch to Resource pool to the resource pool.