Portfolio list

Based on your rights and the views and filters you have set in the left panel, you will see a list of matching portfolios in the center of the screen.

At the top of this screen, there is a button for adding a new portfolio. After clicking on it, you need to select:

• Portfolio name
• Company for which you are creating the portfolio
• Portfolio type from the list of options (this list can be edited in the company settings)

Portfolios are displayed in the form of clear cards, on which you will find several important pieces of information:

• Portfolio name
• Company to which the portfolio belongs
• Number of connected projects and contacts
• Typ portfolia
• Date of portfolio validity
• Portfolio status (active or inactive)
• Avatars of the manager and other members of the portfolio

You can mark any available portfolio as a favorite by clicking on the star on the right side of the card.