Portfolio Control Panel – Update Data

Clicking the Update Now button updates data from project sites’ Tasks, and Issues lists to the portfolio site’s Summary List which updates the sums and counts of the tasks issues, and milestones from all projects. The Summary List is the data source for the portfolio site’s Tasks, Issues, and Milestones charts, and is used by PM Central to determine what department sites a project may be associated with.

NOTES:
1. Only the local Summary List is updated by this action.
2. By default, the Bamboo Summary List Timer Job is scheduled by default to run every 59 minutes and will update all Summary Lists associated with portfolio sites found in the specified web application.

This process updates fields in the Tasks, Issues and Risks lists with project information found in the Project Health list.

The Project Name field, found in all three lists, will be updated, along with any other default project information fields (Project Department, Project Manager, Project Type, etc.) found in the list.

The process also updates the following fields in the Project Health list, if the Auto Update box is checked:

• Project Start Date
• Project End Date
• % Complete

NOTES:
1. Only the projects in the local portfolio will be updated by this action.
2.The Bamboo Update Tasks, Issues, and Risks Timer Job is scheduled by default to run every 59 minutes and will update all projects found in the specified web application.

Initiates a process that will update items in the Report Info lists on each project site based on data calculated from the project site’s Task’s list. The process then queries the Report Info lists based on the report query item found in the portfolio site’s Report Information List. The query results are attached to the original request, and the Report Status is changed to Done, at which time the report is made available to the requesting user.

This option was added in PM Central 4.4

IMPORTANT: Item limit thresholds may limit your ability to use this option. See your Sharepoint Administrator for additional information.

NOTES:
1. Only data in the local portfolio will be updated by this action.
2.The Bamboo Reporting V4 timer job is scheduled by default to run daily, starting at 11:45 PM and will update all PM Central sites in the specified web application.