How To Refresh A Web Access/P6 Portfolio To Display New Projects That Meet The Filter Criteria.

(Doc ID 911943.1)

Last updated on JULY 05, 2016

Applies to:

Primavera P6 Enterprise Project Portfolio Management - Version 6.1 and later
All Platforms

Goal

How to refresh a P6 Web Portfolio to display new projects that meet the filter criteria A new project created in P6 Web which meets a Portfolio filter criteria does not automatically display in the P6 Web Portfolio

 

For example, my portfolio has the following filter: Original Budget is greater than $2,000,000.00 

 

 

In the Modify Project Portfolio view, a filter icon is displayed indicating that the Portfolio's projects are defined based upon a customized filter. 

 

 

When a new project is added with an Original Budget of $3,000,000.00, it does not appear in the Portfolio

Solution

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