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home/Academy/Portfolio/How to create a new portfolio
Popular Search:Getting Started, Configuration

How to create a new portfolio

28 views 0 31 januari 2019 Updated on 31 January 2019 jbrouckaert

If you have a portfolio role, you can create a new portfolio.

  • Go to the Portfolio menu.
  • Click the button “Create Portfolio” on top of the screen
  • Enter the portfolio name.
  • Open the “More Info” section and check if there are mandatory fields that need to be entered.
  • Click “Save”. A new portfolio has now been created.
Related Articles
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  • How to give a user access to a specific portfolio
  • How to manage segmentation on portfolio level
  • How to manage portfolio financials
  • How to unlink a project from a portfolio
  • How to link a project to a portfolio

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Portfolio
  • How to create a new portfolio
  • How to make a portfolio private
  • How to give a user access to a specific portfolio
  • How to manage segmentation on portfolio level
  • How to manage portfolio financials
  • How to unlink a project from a portfolio
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Popular Search:Getting Started, Configuration