Working with Portfolio Items: the Portfolio Item Card

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

 

A portfolio can contain different kinds of portfolio items: initiatives, projects and programmes. The portfolio item card shows relevant information on a portfolio item. The portfolio item card can be used for a 'quick view' and for editing information.

 

portfolio item card - zonder tab logs

A Portfolio Item Card

 

What you see on a Portfolio Item Card

1)Tab Overview: view and/or edit portfolio item information (as defined in the Portfolio Model. See Working with Models).

2)Tab Financials: view and/or edit financial information using the financial grid (as defined in the Portfolio Model. See Working with Models).

3)Click pen-symbool02 to edit information on the portfolio item card.

Note: which fields can be edited depends on your role and on the field configuration (as defined in the Portfolio Model. See Working with Models).

4)See Edit the Project Reference.

5)Contents of the portfolio item card (as defined in the Portfolio Model. See Working with Models).

6)Section for adding documents to the portfolio item. See Document Management.

 

The next topics cover use cases when working with the portfolio item card.