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 this spanner button to Configure the Portfolio hierarchy This will open a screen similar to the one below: |
 NOTE: The details on the Configuration screen can be found in this article: Portfolio Config |
 | Clicking this button will open the Risk section of the site to display a list of escalated risks. This is how the screen may appear: |
 NOTE: The details on the Risk area can be found in the following article: Portfolio Management Site Areas | |
 | This section displays the hierarchical structure of the portfolio. When a child object is created through the Configuration settings (as described in Step 1), it will be visible here. |
Information
Depending on the preferred view selected for the Portfolio Management screen, the Portfolio section will appear on the left or top 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