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Tags: Portfolio
Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
This help article explains how to set the View Type for the Portfolio Lightning Web Component (LWC)....
10/16/2023
Karen Guanzon
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Admin Guide - Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
This help article will walk you through the necessary configurations to allow users to select the view type for Portfolios - Milestones Only or Parent Tasks....
10/16/2023
Karen Guanzon
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In-Line Editing within a Portfolio
This help article discusses how to perform in-line edits within a Portfolio....
6/5/2023
Karen Guanzon
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Dynamic Portfolios
This help article discusses how to create and manage Dynamic Portfolios in Inspire Planner....
6/5/2023
Karen Guanzon
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Admin Guide - Enable Dynamic Portfolios
This help article will walk you through how to enable Dynamic Portfolios in Inspire Planner....
6/5/2023
Karen Guanzon
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Portfolio Lighting Web Component - An Introduction
This video is a high-level overview of some of the key differences between the Portfolio Lightning Web Component and the legacy Visualforce component....
2/20/2023
Karen Guanzon
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Portfolio Lightning Web Component - Admin Guide
This help article will walk you through the necessary configurations to enable the Portfolio Lightning Web Component....
2/17/2023
Karen Guanzon
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Add New Values to Project KPI
This help article will walk you through how to add custom values to Project Key Performance Indicators (KPIs)....
5/31/2021
Karen Guanzon
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Sharing Portfolios by Adding Portfolio Collaborators
This help article walks you through how to share Portfolios by adding Portfolio Collaborators....
5/20/2021
Karen Guanzon
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Portfolio Viewer Home Page Lightning Component - Define Columns
This help article will walk you through how to define the columns displayed within the Portfolio Viewer Homepage Lightning Component....
10/16/2020
Karen Guanzon
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