In This Article:
Overview
The following article is on the Portfolio and Information Configuration settings.
Portfolio
Depending on the preferred view selected for the Portfolio Management screen, the Portfolio section will appear on the left or top of the screen
 | Click on Portfolio Management menu icon to view the Portfolio Management section |
 | Click on the drop-down arrow to display the hierarchical structure of the portfolio. When a child object is created through the Portfolio Configuration, it will be visible in this area. |
 | Select this icon to view the Risk Register associated with a portfolio level. Upon clicking on this icon, a similar screen to the one below will be displayed:  |
 | Depending on your user multi-site access, you can select this icon to navigate to another site |
Information
Depending on the preferred view selected for the Portfolio Management screen, the Information section will appear on the left or top side of the screen.
 | This button is used to configure the fields on the Information section. Upon clicking this button, this opens the Field Picker pop up on the right side of the screen that looks like this: |
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 | Once the fields to display have been selected on point 1, the fields will appear in this section |
Next Steps
The next article is on Portfolio Management Site Areas