In this article

Overview

Next Steps


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 by clicking on the drop-down arrows to view the children levels of the associated sites
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