In this article
Overview
The portfolio tab allows the user to manage and configure the organization's Portfolio structure. The user can also configure specific site settings.
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 article: Configuration Screen Section) |
 | Toggle this tab for change the screen layout view option (See article: Portfolio Management Tab) |
Next Steps
For a detailed overview of each of the above sections, please see the following article: Portfolio Management Tab