Program Management Module (PMM): Revised March 29, 2024 |
For additional assistance, please contact the eRA Service Desk. |
My Portfolio
The My Portfolio screen displays grant applications of all phases that are assigned to you or that you've chosen to track.
Use this screen to view and manage the projects in your portfolio.
Display Preferences
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Click the small arrow
to open the Display Preferences tools and configure how the grants in this portfolio screen are filtered and sorted.
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And in the My Portfolio screen only, use the
Hide Summary View button to toggle between the standard portfolio display and a more minimalist display that hides the
show/hide Summary View controls in the grid.
NOTE: The Hide Summary View setting you choose here will also apply in the Other Portfolio screen that you use to view other POs' portfolios.
Multi-Select
Use the checkboxes on the left side of the grid to select grant records you want to take action on.
You can select records row by row, and/or click the select menu above the checkboxes to choose one of these multi-select options:
- Check All — Select all records on all pages of the portfolio, including any records that are hidden by the filter function.
- Check All Visible — Select only the records are visible on this page of the portfolio: Records that are hidden by the filter function are not selected.
The counter above the grid will tell you how many you've selected:
IMPORTANT: Note that any selections you make are persisted as long as you remain in this portfolio screen: You can move through the pages of the portfolio, selecting records on multiple pages, and all the records will stay selected until you navigate away from this portfolio screen or perform one of these deselect actions:
- Uncheck All — Clear all selections on all pages of this portfolio screen, including any records that are hidden by the filter function.
- Uncheck All Visible — Deselect only the selections that are visible on this page of the portfolio: Selected records on other pages and those that are hidden by the filter function are not deselected.
- Or click row-by-row to deselect individual records.
Actions
After you've made your selections, click Actions to open the Actions menu, as shown here:
For SAMHSA:
For NIH:
Then click to perform one of these actions on the selected grant records:
These actions will apply to all the records you have selected, even if some of them are not currently visible in the screen because you are filtering the results. Remember to deselect records you don't want to act on.
- Refresh — Reset the filter settings and reload the portfolio.
- Generate Correspondence — SAMHSA only: SAMHSA users can choose this action to send correspondence to the selected grantees. See Generate Correspondence screen.
- Manage Delegation (OT Only) — NIH only: NIH POs can select this action to delegate their OTA awards to PO(s) at any NIH IC. See Manage Delegation.
- Manage Project Scientists — NIH only: NIH POs can select this action to assign Project Scientists to the selected applications or to update their Project Scientist assignments See Manage Project Scientists.
- Untrack Checked (Remove From My Portfolio) — Stop tracking the selected grants.
Working with the portfolio list view
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