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

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

2. Click View

Click View
  1. Click the triangle next to the portfolio you want to view.
  2. 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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