Portfolio linking

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. To open the portfolio settings, click menu (Navigation), and then click settings (Settings) by the portfolio name.
  2. On the settings menu, click General.
  3. In the [ERP-Name] section, click Link portfolio to [ERP-Name].
  4. Select the [ERP-Name] company, and then click Link.
  5. In the confirmation dialog, click Save.