FAQCategory: ReportsHow to create a Portfolio from our Online Portal page?

How to create a Portfolio from our Online Portal page?

1 Answers

To create a Portfolio from Online Portal page, follow the steps below:

  1. Go to our Online Portal page and Sign In with your email and password;
  2. Click on the Portfolios tab and then on the Add New Portfolio button;
  3. Type in a Name for the Portfolio;
  4. Select the desired project(s) from the Project(s) field;
  5. Add the desired project fields by clicking the Add new item button from the Fields section;
  6. Click OK in order for the portfolio to be created.
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