Modifying the Display of the Contents Tab

You can modify the display of the three sections (Subportfolios, Programs, and Proposals/Projects/Assets) under the Contents tab of a portfolio.

Note: You are no longer able to freeze columns in the Contents tab.

Default Displays

When a portfolio is created, each section in the Contents tab has:

Columns that are displayed by default,
Columns that are always available to be shown, and
Columns that are only visible when the fiscal year is set to View All.

Section	Columns displayed by default	Columns always available to be shown	Columns visible only in All view
Subportfolios	Portfolio Name Portfolio Managers Forecast Cost Actual Cost Forecast Benefit Actual Benefit Approved Budget	N/A	N/A
Programs	Program Name Managers Status Overall Health Forecast Cost Actual Cost Forecast Benefit Actual Benefit Approved Budget	Business Objectives POR Cost (Plan of Record forecast cost) POR Benefit (Plan of Record forecast benefit) Description NPV TNR (Total Nominal Return) Issue Health Risk Health Scope Change Health Relative Priority	N/A
Proposals/Projects/ Assets	Name Type Overall Health	Projected Cost Projected Benefit Projected Person Months Forecast Person Months Actual Person Months Forecast Cost Actual Cost Forecast Benefit Actual Benefit Approved Budget POR Cost POR Benefit Cost Health Schedule Health Issue Health	Projected Cost Projected Benefit Projected Person Months Forecast Person Months Actual Person Months Approved Budget

Hiding or Displaying Columns

To hide a column, click the drop-down arrow or right-click in any column heading, put the mouse over Columns, and click the column you want to hide.
To display a column that is not displayed, click the drop-down arrow or right-click in any column heading, put the mouseover Columns, and click the column you want to display.

Note: When you put the mouse over Columns, the columns to be hidden or displayed include:

Columns displayed by default
Columns always available to be shown
Columns that are added by your administrator who selected from PFM request fields.
Columns that are enabled only when your administrator has enabled cost capitalization.

Rearranging Columns

To rearrange columns, click and drag a column heading to the desired position.

Resizing a Column

To resize a column, click and drag the dividing line between its column heading and the adjacent column heading.

Sorting Order of Rows

To sort the values of a column in the ascending or descending order, click the column heading or right-click in the column heading, and click Sort Ascending or Sort Descending.
To remove sorting, right-click a column heading used for sorting and click Clear Sort.