Portfolios

Portfolio Overview
In this article Overview Next Steps: Overview You can view Portfolios and configure the settings in the Portfolio tab. To access, follow the below step...
Tue, 9 Jan, 2024 at 10:03 AM
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...
Tue, 9 Jan, 2024 at 10:04 AM
Portfolio and Information Sections
In This Article: Overview Portfolio Information Next Steps: Overview The following article is on the Portfolio and Information Configuration settings...
Tue, 9 Jan, 2024 at 10:04 AM
Portfolio Management Site Areas
In This Article: Overview Next Steps: Overview The following section appears when the Portfolio management screen is open. The site areas appear to ass...
Tue, 9 Jan, 2024 at 10:04 AM
Portfolio Configuration
In this article: Overview Configuration Details Screen Configuration Screen Next Steps: Overview This article is on the Portfolio Configuration scre...
Tue, 9 Jan, 2024 at 10:04 AM
Configuration Screen Section
In this article: Overview System General  Next Steps Overview The following article is a more detailed overview on the Configuration Screen Section. ...
Tue, 9 Jan, 2024 at 10:05 AM