Portfolio Analysis - Prioritization

Updated Aug 28, 2019

This article explains how to get around and use the Portfolios App in your OnePlan trial.  Specifically, the Prioritization functionality.  Now that the Resource & Financial plans have been added, you can prioritize your and analyze with all the objective information in hand.  

Navigate to the Portfolios page.  On the List views, select Prioritization.

Turn on Prioritization Mode

When the Prioritization mode is enable, a numbered column & the "drag" column show.  

You may also move columns add other important columns to the view that may provide pertinent information.

Rearrange Priority

Use the drag column to move plans up and down.  The numbers will automatically update.