Portfolio Type Settings vs. Portfolio Settings

Every portfolio, when created, inherits its settings from the portfolio type it belongs to. However, the portfolio managers can override some of the settings if allowed by the portfolio type settings.

What are overridable settings

Portfolio settings that can be overridden by portfolio managers are overridable settings.

  • Portfolio displayed tabs are overridable when the Allow portfolio manager to override the following settings option is enabled.
  • Portfolio security are overridable when the Allow portfolio manager to override the following settings option is enabled.
  • Portfolio Overview layout are overridable when the Allow portfolio manager to override the following settings option is enabled.
  • Portfolio Backlog default layout are overridable when the Allow portfolio manager to override the following settings option is enabled.
  • The Backlog tab name is never overridable.
  • The entity types in backlog are never overridable.
  • The columns for portfolio's proposals/projects/assets are never overridable.

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How portfolio type settings affect portfolio settings

Changing a portfolio type setting has the following effects for existing portfolios of this portfolio type:

  • When a portfolio type setting is overridable, the changes to the setting do not apply to existing portfolios.
  • When a portfolio type setting is not overridable, the changes to the setting are copied to the existing portfolios.

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