Working in a Portfolio

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Within portfolios several basic functions are available: Search, Messaging, Working with widgets, Working with views, Working with roles, Viewing the change history, Working with the archive, Document management.

 

The main features of working in a portfolio are:

Plan, manage and report on your portfolio on all relevant aspects.

Have projects and programmes report to your portfolio

Create and share widget based reports with your stakeholders. These reports can be viewed in an mobile app without having to log in to Principal Toolbox.

 

The next topics cover all relevant use cases when working with portfolios.