Boris has any material been developed yet on Portfolio that I can reivew?
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FollowPortfolio - need more details
I need details and explanations of what a Portfolio is exactly in Clarizen. The benefits of using it, why, when, etc.
Thank you.
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Jennifer,
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
Sincerely,
Boris
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Jeffrey,
Unfortunately there is not a lot of documentation currently though I have already requested this. Is there something specific you are looking for in regards to Portfolios?
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