How do I access portfolios?

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 access the list of portfolios available in PowerSteering.

1. Click Portfolios

Click Portfolios
  • On the Icon Bar click the Review button, then click Portfolios.

2. View the Portfolios

  • View the list of portfolios that have been either created by you or shared with you.

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