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Portfolios - How do they work exactly?

I have setup a project as a portfolio but I don't seen anything that tells me exactly how they work and the capabilities there.

Lori Hogan Answered

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Hi Lori,

Portfolios allow you to group your Projects similar to a Folder or Hammock. The porfolio shows roll up fields so that you can view Financial fields over multiple Projects for a specific group or customer as an example. We currently do not really have any detailed documented descriptions of Porfolios but I will request this be added in the User Manual

Vanessa Michau 0 votes
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