Working with the Portfolio Management Dashboard

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The Portfolio Management Dashboard is the highest level of the Portfolio Management module. This dashboard shows all portfolios and custom dashboards in which you have a role.

 

The main features on the Portfolio Management Dashboard are:

Navigate to your portfolio or custom dashboard.

Report on all information in all your portfolios.

Create, move or archive a portfolio.

Create or archive a custom dashboard.

Create a portfolio model from a portfolio.

 

Portfolio Management Dashboard

The Portfolio Management Dashboard

 

What you see on the Portfolio Management Dashboard

1.A list of portfolios in which you have a role.

2.A list of custom dashboards in which you have a role.

3.A report section where you can report on any information in your portfolios.

4.Click plus-teken02 to create a new portfolio (Note: option available depending on your role).

5.Select a portfolio row and then click Create Model to create a portfolio model based on an existing portfolio (Note: option available depending on your role).

6.Select a portfolio row and then click Move to move a portfolio to another location (Note: option available depending on your role).

7.Select a portfolio row and then click Archive to move a to the archive (Note: option available depending on your role).

8.Click Edit Widgets to add widgets in the top section of the dashboard. See Working with widgets.