Displayed portfolios

According to the rights of the logged-in user and the view and client filter settings in the left panel, we can see all the corresponding portfolios in the middle of the screen.

In the header of this screen there is a button to add a new portfolio. After pressing it, you need to choose:

• Name of the portfolio,
• Company - for which we create the portfolio,
• Portfolio type - select the portfolio type from the available list of options. This list can be edited in the company settings.

Traditionally, portfolios are displayed in the form of cards containing several pieces of data:

• Name of the portfolio,
• Company - to which the portfolio belongs,
• Projects - the number of projects that are connected to the portfolio,
• Contacts - the number of contacts that are connected to the portfolio,
• Portfolio type,
• Date - date of validity of the portfolio,
• Portfolio status - active vs not active,
• Owner and members - avatars of the owner and other members of the portfolio are displayed.

Each available portfolio can be marked as a favourite by turning on the star on the right side of the card.