- Grouping projects:
a. Click the Group icon. The Group by options appear. b. Choose how you wish to organize your project listing by clicking on the desired selection. Options include:
Sorts alphabetically by project name. Groups and sorts alphabetically by project owner. Groups and sorts alphabetically by project team. Groups and sorts by project scope (Enterprise, Team, and Personal). Groups and sorts by assigned program (programs are customizable organizational initiatives). Groups and sorts by category (categories are customizable and allow similar projects to be grouped). Groups and sorts by stage (stages are customizable and allow projects at a similar point of progress to be grouped). Groups and sorts by assigned priority (Critical, High, Normal, and Low). Presents projects with the most open issues first. Groups and sorts by due date (Overdue, Rest of Today, Tomorrow, Rest of this Week, Next Week, Beyond Next Week, and No Date Assigned). Sorts with most recently modified projects appearing first. Groups and sorts by the month that projects are due. Groups and sorts by the month that projects are scheduled to begin. Sorts projects based on financial value from largest to smallest. Sorts projects based on financial impact from largest to smallest.
- Filtering the Project Portfolio.
a. Click the Filter button. The Filter Projects screen appears. b. Select the Status. Options include Active, Completed, and Archived. (Choose one or several.) c. Select the Limit to filter. Options include projects I created, I own or have my tasks and All Projects. (Choose one.) d. Select the Type. Options include Projects and Project Templates. (Choose one or both.) e. Select any additional filter criteria to apply by clicking on the dropdown menu for that option (Owner, Program, Category, Stage, Priority and Forecast Date are available). The dropdown menu will open. f. Click on items to select filter criteria. Selected items will be denoted by a checkmark. Click again to unselect, or click <reset> to clear the selection(s). g. Review the applied filter criteria. h. Click Save as my default to save these filter settings. These filter criteria will be applied to the Project Portfolio every time it is opened going forward. i. Click Apply to save your filters or Cancel to discard the filter. j. Click Reset to return all filters to their default settings. To remove custom default settings, click Reset on the dropdown of each saved filter, then click Save as my default. The filter criteria will then return to Moovila’s standard default settings.
- Viewing Followed Projects.
a. Follow individual specific projects in the Project Portfolio by selecting the bookmark icon next to the project name in the list or Project Portfolio Timeline view. b. Toggle the Followed (bookmark) icon in the side menu to ON to view only Followed projects. c. Toggle the Followed icon to OFF to view all projects.
Organizing the Project Portfolio
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