Systems and methods to facilitate nesting of portfolios within a collaboration environment
Systems and methods to facilitate nesting of portfolios within a collaboration environment are described herein. Exemplary implementations may: manage environment state information maintaining a collaboration environment; obtain hierarchical information for work unit records, project records, and/or portfolio records; update the environment state information based on the role information; specify nested portfolio hierarchical information specific to the portfolio records and specifying individual portfolio records as being subordinate to other individual ones of the portfolio records; effectuate presentation of portfolio pages for the portfolio records within a user interface of the collaboration environment; and/or perform other operations.
1. A method to provide access to portfolio records of portfolios managed within a collaboration environment, the method comprising:
managing environment state information maintaining a collaboration environment, the collaboration environment being configured to facilitate interaction by users with the collaboration environment, the environment state information including a work unit record, a project record, a first portfolio record, and a second portfolio record, wherein the work unit record is subordinate to the project record, and the project record is subordinate to the first portfolio record;
defining nested portfolio hierarchical information, wherein the nested portfolio hierarchical information specifies the second portfolio record is subordinate to the first portfolio record concurrently with the project record being subordinate to the first portfolio record; and
effectuating presentation of a first portfolio page for the first portfolio record within a user interface of the collaboration environment, wherein the first portfolio page provides access to the first project record that is subordinate to the first portfolio record, and provides access to the second portfolio record that is concurrently subordinate to the first portfolio record.
2. The method of claim 1 , wherein:
the environment state information further includes a second work unit record, a second project record, and a third portfolio record, wherein the second work unit record is subordinate to the second project record, and the second project record is subordinate to the third portfolio record;
the nested portfolio hierarchical information further specifies the second portfolio record is subordinate to the third portfolio record concurrently with being subordinate to the first portfolio record; and
a second portfolio page for the third portfolio record provides access to the second project record that is subordinate to the third portfolio record, and provides access to the second portfolio record that is subordinate to the third portfolio record, the access to the second portfolio record via the second portfolio page being separate and distinct from the access to the second portfolio record via the first portfolio page.
3. The method of claim 1 , wherein providing access to the project record from the first portfolio page includes navigating away from the first portfolio page to a project page of the project record; and
wherein providing access to the second portfolio record from the first portfolio page includes navigating away from the first portfolio page to a second portfolio page of the second portfolio record.
4. The method of claim 3 , wherein navigating away from the first portfolio page to the second portfolio page of the second portfolio record is performed in response to selection of a user interface element representing the second portfolio record.
5. The method of claim 1 , further comprising:
determining a first set of values of permission parameters for the second portfolio record in response to the second portfolio record being subordinate to the first portfolio record, the first set of values of permission parameters being applied in response to accessing the second portfolio record from the first portfolio page.
6. The method of claim 5 , wherein the permission parameters characterize access to one or more project records that are subordinate to the second portfolio record.
7. The method of claim 6 , wherein access to the one or more project records is characterized by ability to navigate through the collaboration environment.
8. The method of claim 5 , wherein the permission parameters characterize availability of features.
9. The method of claim 8 , wherein the features are specific to completing and/or supporting individual units of work and/or individual projects.
10. The method of claim 9 , wherein the features include one or more of specifying completion, communicating within the collaboration environment, communicating outside the collaboration environment, generating meetings, accessing application programs, or editing.
11. A system configured to provide access to portfolio records of portfolios managed within a collaboration environment, the system comprising:
one or more physical processors; and
a computer-readable medium storing machine-readable instructions that, when executed by the one or more physical processors, cause the system to perform operations comprising:
manage environment state information maintaining a collaboration environment, the collaboration environment being configured to facilitate interaction by users with the collaboration environment, the environment state information including a work unit record, a project record, a first portfolio record, and a second portfolio record, wherein the work unit record is subordinate to the project record, and the project record is subordinate to the first portfolio record;
define nested portfolio hierarchical information, wherein the nested portfolio hierarchical information specifies the second portfolio record is subordinate to the first portfolio record concurrently with the project record being subordinate to the first portfolio record; and
effectuate presentation of a first portfolio page for the first portfolio record within a user interface of the collaboration environment, wherein the first portfolio page provides access to the first project record that is subordinate to the first portfolio record, and provides access to the second portfolio record that is concurrently subordinate to the first portfolio record.
12. The system of claim 11 , wherein:
the environment state information further includes a second work unit record, a second project record, and a third portfolio record, wherein the second work unit record is subordinate to the second project record, and the second project record is subordinate to the third portfolio record;
the nested portfolio hierarchical information further specifies the second portfolio record is subordinate to the third portfolio record concurrently with being subordinate to the first portfolio record; and
a second portfolio page for the third portfolio record provides access to the second project record that is subordinate to the third portfolio record, and provides access to the second portfolio record that is subordinate to the third portfolio record, the access to the second portfolio record via the second portfolio page being separate and distinct from the access to the second portfolio record via the first portfolio page.
13. The system of claim 11 , wherein providing access to the project record from the first portfolio page includes navigating away from the first portfolio page to a project page of the project record; and
wherein providing access to the second portfolio record from the first portfolio page includes navigating away from the first portfolio page to a second portfolio page of the second portfolio record.
14. The system of claim 13 , wherein navigating away from the first portfolio page to the second portfolio page of the second portfolio record is performed in response to selection of a user interface element representing the second portfolio record.
15. The system of claim 11 , wherein execution of the machine-readable instructions by the one or more physical processors further cause the system to perform operations of:
determine a first set of values of permission parameters for the second portfolio record in response to the second portfolio record being subordinate to the first portfolio record, the first set of values of permission parameters being applied in response to accessing the second portfolio record from the first portfolio page.
16. The system of claim 15 , wherein the permission parameters characterize access to one or more project records that are subordinate to the second portfolio record.
17. The system of claim 16 , wherein access to the one or more project records is characterized by ability to navigate through the collaboration environment.
18. The system of claim 15 , wherein the permission parameters characterize availability of features.
19. The system of claim 18 , wherein the features are specific to completing and/or supporting individual units of work and/or individual projects.
20. The system of claim 19 , wherein the features include one or more of specifying completion, communicating within the collaboration environment, communicating outside the collaboration environment, generating meetings, accessing application programs, or editing.