Portfolio¶

Goal: you get an overview of all portfolios of a client and switch from there to the projects they contain.

Here you see all portfolios and their project count. You can enter a search term in the Filter field for the Portfolio column.

Functions¶

Step by step: switch to projects in the portfolio¶

1. In the desired row, click the Switch to projects in the portfolio icon button.

   

Check the result¶

You see all projects that belong to this portfolio.

Related topics¶

• Projects

• Links

• Share projects and portfolios