Portfolio linking

TC1 version

This feature is available if the ERP integration is configured for the portfolio account.

In the portfolio settings, you can link a portfolio with a specific ERP company. This is required for the Viewpoint Spectrum integration because units of measure are stored per company.

After you link the ERP company, you cannot change this setting.

To associate a ProjectSight portfolio with an ERP company

  1. On the project selection page, select settings (Settings) on the portfolio or project tile or row.

    2. —Or—

    In the project, select settings (Settings) on the banner.

  2. In Portfolio settings section of the menu, select General.
  3. In the [ERP-Name] section, select Link portfolio to [ERP-Name].
  4. Select the [ERP-Name] company, and then select Link.
  5. In the confirmation dialog, select Save.