In this article
You can view Portfolios and configure the settings in the Portfolio tab. To access, follow the below steps.
In the menu ribbon, click on "Portfolios."
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
For a detailed overview of each of the above sections, please see the following article: Portfolio Management Tab