Portfolios

Portfolio Overview
In this article Overview Next Steps Overview The portfolio tab allows the user to manage and configure the organization's Portfolio structure. The ...
Fri, 4 Oct, 2024 at 4:22 PM
Portfolio Management Tab
In This Article: Introduction Overview Next Steps Introduction The following article explains the functions of the buttons located at the top of the ...
Fri, 4 Oct, 2024 at 4:24 PM
Portfolio and Information Sections
In This Article: Overview Portfolio Information Next Steps Overview The following article is on the Portfolio and Information Configuration settings....
Fri, 4 Oct, 2024 at 4:24 PM
Portfolio Management Hierarchy Views
In This Article: Overview Next Steps Overview The hierarchy views appear when you navigate to different sections of the portfolio hierarchy. These view...
Tue, 8 Oct, 2024 at 4:39 PM
Portfolio Configuration
In this article: Overview Configuration Details Screen Configuration Screen Next Steps Overview This article is on the Portfolio Configuration scree...
Fri, 4 Oct, 2024 at 4:37 PM
Site Configuration Section
In this article: Overview System General  Next Steps Overview The following article is a more detailed overview on the Configuration Screen Section. ...
Tue, 8 Oct, 2024 at 4:48 PM