{"id":2819,"date":"2023-10-13T10:31:34","date_gmt":"2023-10-13T10:31:34","guid":{"rendered":"https:\/\/help.aliteo.com\/?p=2819"},"modified":"2025-08-11T08:21:46","modified_gmt":"2025-08-11T08:21:46","slug":"portfolio-list","status":"publish","type":"post","link":"https:\/\/help.aliteo.com\/en\/portfolio-list\/","title":{"rendered":"Portfolio list"},"content":{"rendered":"<p>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.<\/p>\n<p>At the top of this screen, there is a button for adding a <b>new portfolio<\/b>. After clicking on it, you need to select:<\/p>\n<ul>\n<li><b>Portfolio name<\/b><\/li>\n<li><b>Company<\/b> for which you are creating the portfolio<\/li>\n<li><b>Portfolio type<\/b> from the list of options (this list can be edited in the company settings)<\/li>\n<\/ul>\n<p>Portfolios are displayed in the form of clear <b>cards<\/b>, on which you will find several important pieces of information:<\/p>\n<ul>\n<li><b>Portfolio name<\/b><\/li>\n<li><b>Company<\/b> to which the portfolio belongs<\/li>\n<li>Number of connected <b>projects<\/b> and <b>contacts<\/b><\/li>\n<li><b>Typ portfolia<\/b><\/li>\n<li><b>Date<\/b> of portfolio validity<\/li>\n<li><b>Portfolio status<\/b> (active or inactive)<\/li>\n<li>Avatars of the <b>manager<\/b> and other <b>members<\/b> of the portfolio<\/li>\n<\/ul>\n<p>You can mark any available portfolio as a <b>favorite<\/b> by clicking on the star on the right side of the card.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&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":[359],"tags":[],"class_list":["post-2819","post","type-post","status-publish","format-standard","hentry","category-overview-of-portfolios"],"acf":[],"_links":{"self":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2819","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=2819"}],"version-history":[{"count":1,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2819\/revisions"}],"predecessor-version":[{"id":2820,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2819\/revisions\/2820"}],"wp:attachment":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/media?parent=2819"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/categories?post=2819"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/tags?post=2819"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}