Projects - Portfolios is part of Masters >Projects. In Portfolios create new and manage your existing portfolios.
Portfolios enables you to group projects so you can report and analyse them by group.
You'll access portfolios in Masters >Projects by clicking the Portfolios link in the main screen in the bottom right
- Portfolio list - List of all portfolios you're authorised to see. Authorisation is set in Masters > Resources > Data security.
- Add portfolio - Add, create new portfolio by clicking the Add protfolio button.
- View/ edit portfolio - Opens portfolio details were you can edit them.
- Delete portfolio - Go to edit portfolio and click Delete portfolio at the bottom right