How do I view a portfolio?
A portfolio defines a set of work objects that can be displayed in an Executive Review, Financial Review, or the Dashboard. They can also be used to define how a report is generated. This article describes how to view a portfolio.
1. Click Portfolios
- On the Icon Bar click the Review button, then click Portfolios.
2. Click View
- Click the triangle next to the portfolio you want to view.
- In the context sensitive drop-down menu, click View.
3. View Portfolio
- View selected portfolio and the work associated with that portfolio.
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