Knowledge Base

This help article discusses how to perform in-line edits within a Portfolio....

This help article discusses how to create and manage Dynamic Portfolios in Inspire Planner....

This help article will walk you through how to enable Dynamic Portfolios in Inspire Planner....

This video is a high-level overview of some of the key differences between the Portfolio Lightning Web Component and the legacy Visualforce component....

This help article will walk you through the necessary configurations to enable the Portfolio Lightning Web Component....

This help article will walk you through how to add custom values to Project Key Performance Indicators (KPIs)....

This help article walks you through how to share Portfolios by adding Portfolio Collaborators....

This help article will walk you through how to define the columns displayed within the Portfolio Viewer Homepage Lightning Component....

This help article will walk you through how you can define which fields from the Project are displayed as columns in Porfolios....

This article will provide instructions on how to add the Portfolio Homepage Lightning component to your homepage....