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Portfolio Management
|
Name
|
Description
|
Introduced in Version
|
Available in Version 2023
|
Available Using Axis1
|
Available Using Axis2
|
|---|---|---|---|---|---|
|
Web Service Operations
|
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|
createPortfolio |
Creates a portfolio in PPM |
9.10 |
Yes |
No |
Yes |
|
updatePortfolio |
Updates the portfolio header details (name, set of managers) for a portfolio |
9.10 |
Yes |
No |
Yes |
|
readPortfolio |
Fetches detail information for an existing portfolio |
9.10 |
Yes |
No |
Yes |
|
deletePortfolio |
Deletes an existing portfolio |
9.10 |
Yes |
No |
Yes |
|
addPortfolioChildren |
Adds one or more child portfolios to a parent portfolio |
9.10 |
Yes |
No |
Yes |
|
removePortfolioChildren |
Removes one or more child portfolios from a parent portfolio |
9.10 |
Yes |
No |
Yes |
|
addPortfolioPrograms |
Adds one or more programs to a parent portfolio |
9.10 |
Yes |
No |
Yes |
|
removePortfolioPrograms |
Removes one or more programs to a parent portfolio |
9.10 |
Yes |
No |
Yes |
|
addPortfolioContent |
Adds one or more proposals/projects and assets to a parent portfolio |
9.10 |
Yes |
No |
Yes |
|
removePortfolioContent |
Removes one or more proposals/projects and assets to a parent portfolio |
9.10 |
Yes |
No |
Yes |
|
Special Commands
|
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|
None |
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