Enabling Portfolio Hierarchy Navigator

Administrators and Process Designers can enable Accolade to display the portfolio hierarchy navigator. With the portfolio hierarchy navigator enabled, you can navigate up, down, and across the portfolio hierarchy for your organization. This feature also enables roll-up reporting at any level in a portfolio hierarchy, allowing you to aggregate data from multiple sources.

To display portfolio hierarchy navigator:

1. From the System menu, select System > Settings, then select the Parameters tab.
2. In the Hierarchy Navigation drop-down menu, ensure that the following options are checked:

• Display closed projects in breadcrumb dropdowns

• Navigate to project home page