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Manage Portfolios Overview
Portfolios are available in Professional and Enterprise Edition. They are managed by the Business Admin or Company Admin (role) to group related projects and/or programs. By aggregating the data, it is possible to compare projects, identify potential ...
Edit Users
From the Admin tab, select Users. Click on the user from the Users list. The editable fields can be changed as required. Changes are automatically saved. Edit Users, Admin Tab
Create Portfolios
From the Admin tab, select Portfolios. Click the Create Portfolio button (top right-hand corner). Enter the following: Portfolio Name Portfolio Manager (optional) 4. Click Next. Portfolios are not restricted to a single PDRI template type. A ...
Delete Portfolios
Portfolios may be deleted if they do not have any projects assigned to them. You can remove a project from a portfolio (switch to a different portfolio or move to the Default portfolio) through editing the project details. To delete a Portfolio: From ...
Assign Users Access to Portfolios
From the Admin tab, select Portfolios. Click on the name of the Portfolio that you would like to assign users to. Click in the Portfolio Users textbox and select the Carve users who should have access to this portfolio. If the name is not listed, go ...