In this article
Overview
You can view Portfolios and configure the settings in the Portfolio tab. To access, follow the below steps.
Step 1:
In the menu ribbon, click on "Portfolios."
Step 2:
This will open the Portfolio Management screen that looks like this:
 | View the hierarchy structure of the portfolio as well as configure the Portfolio section |
 | View information details as well as configure the Information section |
 | View and edit the areas of the portfolio (see this article: |
 | Top tab for multiple view options |
Next Steps:
For a detailed overview of each of the above sections, please see the following article: Portfolio Management Tab