FAQCategory: ReportsHow to preview a Portfolio?

How to preview a Portfolio?

1 Answers

To preview a Portfolio, go to our Online Portal page and Sign In with your email and password. After that click on the Portfolios tab and then either click on the Portfolio Name or on the Preview button for the desired portfolio. The portfolio will be shown containing the selected information for each project in a table format.
You can also preview a Portfolio directly from the application, by going to the menu File – Home – Portfolios. Click on the Preview button for the desired portfolio to display its content.

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