
In the Settings view, you can define the timeline start and other features on separate tabs for Portfolio and Planner.
▪To change a setting, double-click in the corresponding row of the Value column.
▪Enter the desired value, or open the drop-down menu and select an option.
▪Click Save at the bottom left.
Both tabs
Timeline Start and Timeline Start Value: If Timeline Start is set to Dynamic, the timeline will start with the current month of the year.
If Timeline Start is set to Fixed, the month of the timeline start is defined by the Timeline Start Value. The timeline will start with the indicated month of the current year, regardless of whether this month is in the past or the future.
Portfolio tab
Display Baseline Start and Finish by default: If the value is set to Yes, the Baseline Start and Baseline Finish columns will be shown in the scenario table of TPG PortfolioManager by default. The user can hide the columns.
Gantt bar and Histogram color settings: Gantt bars show the duration of projects in a scenario, histograms the resource utilization. Values for the colors can be entered as names or hex codes. For a list of named HTML colors, you can refer to websites like HTML Color Groups (w3schools.com).
Planner tab
Automatic Check-in on Close: If the value is set to Yes, projects will automatically be set to read mode when they are closed. Other users who have permission can edit the projects.
Visible Fields in Project Information Dialog: Select the custom fields to be displayed when the Info button is clicked in an opened project.