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Warning message " No default portfolio assigned; use 'switch portfolio' to select one

Posted on Jun 17, 2016 at 02:04 PM 164 Views

Hi,

We are implementing PPM6.1 on ECC6.0 EHP7, NW7.4 and SP 13. After completing the baseline config, i have created one test portfolio, when i am swutching to other menu or options like portfolio objects, overview etc. I am getting a message 'No default portfolio assigned: use ' switch portfolio' to select one". We are using NWBC to run PPM.

Any help is highly appreciated.

Thanks

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    author's profile photo Former Member
    Former Member
    Posted on Jun 20, 2016 at 04:12 AM
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    Hello Akhil

    So - when you click the 'Portfolio Management' tab for example, you will see a button "Switch Portfolio" which you need to click on. Then select your Portfolio from the list and set this as your default and click on 'Ok' :

    If you do not see any portfolio in this list then you need to assign user/roles to the Portfolio in the Miscellaneous tab of the Portfolio itself. Let me know if you need more help

    Regards

    C


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