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Update Portfolio – Refresh Project and Resource Pool to Current State

Update project, portfolio and resource pool to current state

Update project and portfolio
Update project and portfolio
Update resource pool
Update resource pool

Rillsoft Project 9 adds the buttons Update project/portfolio and Update resource pool. Currently opened projects – including read-only entries – are refreshed to the current database state, and the resource pool synchronizes on demand.

When is the update relevant?

Typical situations:

  • A portfolio contains projects in read-only mode that are being edited in parallel by other planners
  • A single read-only project is open while other users change dates or utilization
  • The resource pool is maintained centrally – new employees, changed availability or qualifications need to appear without restarting

Behavior of the buttons

SituationButton active?
Portfolio open, no unsaved changesyes
Portfolio with unsaved changesgreyed out
Resource pool open, no conflictsyes

This prevents unintentionally overwriting your own edits.

Benefits of current project and resource data

Up-to-date information – You see what is going on in each project and which resources are actually available. Decisions rely on real data, not stale snapshots.

Resource prioritization – A current resource pool shows which employees and roles are heavily booked and which have reserves. Limited resources can be focused on the important projects.

Risk management – Looming resource shortages or shifted deadlines in parallel projects surface early. Countermeasures can be planned before your own project is affected.

Communication – All stakeholders work on the same data. Instead of discussing stale utilization charts, status meetings rely on the current database view.

Portfolio effectiveness – With synchronized projects and resources the portfolio stays steerable as a whole – also in multi-user mode over Rillsoft Integration Server or Rillsoft Cloud.

Frequently asked questions(FAQ)

The function queries currently opened projects – for example projects opened in read-only mode or a portfolio with several read-only entries – for their current state and pulls in changes from the database. No stale views remain.

The “Update project/portfolio” button is greyed out as soon as changes have been made to the portfolio but not yet saved. An update is only possible after saving or discarding those changes.

Yes. With “Update resource pool” Rillsoft Project 9 queries the resource pool independently of the portfolio and pulls in changes – for example new employees, modified qualifications or adjusted availability.

Current data in project and resource pool enables fast reaction to changes, data-driven prioritization of resources, early detection of bottlenecks and consistent communication with all project stakeholders.

Yes. The function is essential in multi-user mode over Rillsoft Integration Server or Rillsoft Cloud: several planners work in parallel, and a targeted refresh ensures every view reflects the current state of the shared database.