How do I share a portfolio?

A portfolio can be shared with other users or groups in PowerSteering. When a portfolio is shared with a user or group, it becomes automatically available to those users or group members in their Dashboard, Financial Review, Executive Review, Resource Review, and Reports. This article describes how to share a portfolio.

1. Click Portfolios

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

2. Click Edit

Click Edit
  1. Click the triangle next to the portfolio you want to share.
  2. In the context sensitive drop-down box, click Edit.

3. Select Sharees

  1. Click the Share with drop-down box .
  2. In the Share with dialog box, search for and select users to share your portfolio with.
  3. Click Save.
  4. Select Editable by sharees if you want to give users that you are sharing the portfolio with rights to edit the portfolio.

Note: Only Administrators have the ability to search for and select "everybody" in order to quickly share a portfolio with all users on the site. Sharing a portfolio is a PowerSteering permission so this option may not be visible for everyone. Please contact your PowerSteering administrator if you have any questions about your permissions.

4. Click Save Changes

  • Click Save Changes.

5. View Shared Portfolio

  • View shared portfolio details.


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