{"id":2808,"date":"2023-10-05T11:20:48","date_gmt":"2023-10-05T11:20:48","guid":{"rendered":"https:\/\/help.aliteo.com\/?p=2808"},"modified":"2025-08-11T07:49:44","modified_gmt":"2025-08-11T07:49:44","slug":"portfolio-header-tabs","status":"publish","type":"post","link":"https:\/\/help.aliteo.com\/en\/portfolio-header-tabs\/","title":{"rendered":"Portfolio tabs"},"content":{"rendered":"<p>Portfolio data in ALITEO are divided into several sections, which are accessible via the following tabs:<\/p>\n<ul>\n<li><b>Projects<\/b> \u2013 Here you will find all projects linked to the portfolio. You can add projects by clicking the button and then searching for the project.<\/li>\n<li><b>Tasks<\/b> \u2013 This tab displays tasks from <b>all<\/b> connected projects, giving you a comprehensive overview.<\/li>\n<li><b>Contacts<\/b> \u2013 This area is divided into two sections:\n<ul>\n<li><b>Company details<\/b> \u2013 Used to add detailed information about the portfolio (such as company ID number, VAT number, address, etc.).<\/li>\n<li><b>Contacts<\/b> \u2013 A place to add contact persons. The email addresses of the contacts entered here can be used for the Automatic Portfolio function.<\/li>\n<\/ul>\n<\/li>\n<li><b>Dashboard<\/b> \u2013 Similar to other parts of the application, here you can also create graphical views and reports based on data from a given portfolio.<\/li>\n<li><b>About portfolio<\/b> \u2013 This tab provides key information and consists of two parts:\n<ul>\n<li><b>Members<\/b> \u2013 Displays all members of the portfolio. Members with Administrator permissions can manage membership.<\/li>\n<li><b>Activities<\/b> \u2013 All significant changes that have occurred in the portfolio are collected here in chronological order.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Some tabs, such as <b>Projects<\/b> and <b>Tasks<\/b>, also contain a <b>left panel<\/b> that is used to filter and refine the objects displayed.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Portfolio data in ALITEO are divided into several sections, which are accessible via the following tabs: Projects \u2013 Here you will find all projects linked to the portfolio. You can add projects by clicking the button and then searching for the project. Tasks \u2013 This tab displays tasks from all connected projects, giving you a [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[356],"tags":[],"class_list":["post-2808","post","type-post","status-publish","format-standard","hentry","category-portfolio-header"],"acf":[],"_links":{"self":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2808","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/comments?post=2808"}],"version-history":[{"count":1,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2808\/revisions"}],"predecessor-version":[{"id":2809,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2808\/revisions\/2809"}],"wp:attachment":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/media?parent=2808"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/categories?post=2808"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/tags?post=2808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}