What is the system limitations for Portfolio Management and can the limits be extended?

Document ID : KB000030065
Last Modified Date : 14/02/2018
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Question:

What is the system limitations for Portfolio Management?  

In v13.2, when users try to synchronize data within a Portfolio, the following yellow, Alert message is displayed within the application:

          Synchronize Portfolio: Maximum investments exceeded.

 

Answer:

The PFM Portfolio limits are configured and delivered with the application and are NOT configurable and cannot be extended.

Version 13.2, 13.3, 14.1:  250 Limit on Portfolio Investments

Portfolio Management (PFM) is limited by design for performance reasons to only include up to 250 investments, 25 roles and 700 registered attributes. These are fixed limits and are not configurable.

Within these versions, if you encounter the error message, change the Portfolio Content power filters to ensure you only return 250 or less investments.

Version 14.2:  Unlimited Portfolio Investments

Starting with this release, there is no limit on the number of investments you can have in a portfolio. As a result, you can now define portfolios with a large number of investments. CA Technologies recommends you to define Content Power Filter Criteria that results in a manageable number of investments in each portfolio.

The limits for roles (25) and attributes (700) remain the same.  These are fixed limits and are not configurable.

Note: The more investments you configure in a portfolio, the more time it takes to run the Portfolio Synchronization job and to calculate the totals in the waterline view.