"Portfolio" Articles:
« Back to previous screen Portfolios allow you to view a set of projects in a single combined Gantt Chart. Portfolios display the overall project schedule, overall project health, % completed...
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You can define which fields from the Project are displayed as columns within your Portfolios via the "Portfolio - Custom Fields" field set in the Project...
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This article will walk you through how to add the Portfolio Home Page Lightning component to your home page.
Start by going to Setup - click the gear...
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The Portfolio Viewer Homepage Lightning component makes it easy for you to see and switch between Portfolios at a glance. But did you know you can specify which...
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By default, the organization-wide sharing setting for both Projects and Portfolios is set to "Private". This means that the Project/Portfolio owner is...
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By default, Inspire Planner Project Key Performance Indicators (KPIs) include three (3) standard values - Green, Amber and Red. This indicators display as an icon...
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