Adding and editing portfolio types

Within this tab we can find predefined portfolio types (Customer, Supplier, Partner, Framework project) after creating a company. This list can be edited and extended with the types defined by us that we need for our use. We then assign portfolio types to existing or new portfolios.

To add a new portfolio type, press the "New portfolio type" button and enter its name and edit it by clicking on the tab with the portfolio type name. See the "Portfolio" chapter for more information. “.