FAQ
Administration FAQs
How do I create a sub-portfolio?
Q: How do I create a sub-portfolio? A: You can create a sub-portfolio from the 'Portfolio and SubPortfolios' page found under the 'Administration C...
How do I create and edit Portfolios?
User roles: ✔ Project Administrator ✔ Application Administrator In this article you will learn how to edit/rename the project portfolio name and updat...
How to Create Project Executives and Allocate them to a Project
The Executive role is managed by the user administrator in the form of a custom property. This custom property is one that has been added to the user ...