GMAS Tip/Trick: How to update your portfolio in GMAS

Did you know that you can remove multiple GMAS administrative teams from your “portfolio” at once, which can help to reduce or eliminate the GMAS notifications/to-dos you receive and clean up your dashboards?

Being on an administrative team determines which GMAS notifications and to-dos you receive, what you see on your dashboards, and in some cases what projects you have access to. There could be many reasons why you would end up on an administrative team for a segment that you do not support (for more information on how you get added to individual administrative teams, see the bonus tip below). The most common reason is when your portfolio has changed to support new areas/PIs and the work was done by your local GMAS authorized requestor (or a delegate) to prevent you from appearing on future segments, but you didn’t take the steps to remove yourself from the segments you previously supported.

If the scope of which area(s)/PI(s) you support has recently changed, or if you find that you are receiving notifications (like action memos) or to-dos for segments you no longer support, or that you are seeing segments that you no longer support in your scope on dashboards, then cleaning up your portfolio is the most efficient way to remedy all that clutter.

Navigate to your portfolio by selecting your name at the top of any GMAS screen, and then selecting “Portfolio”. From there, selecting “Reassign project roles” brings you to the screen where you can select the segments you no longer support and end date your involvement on those segments. This action will remove you from those segment administrative teams, additionally removing any associated to-dos, associations on your dashboards, and preventing you from receiving any future notifications for those segments.

For more information about how to clean up your portfolio, visit the job aid onHow to update a portfolio in GMAS. If you want to play around with updating your portfolio in a safe environment, try it out in the GMAS training environment first!

Bonus tip: If you want to learn more about how you got onto a segment’s administrative team, visit the GMAS security deconstructed job aid.