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Creating a New Portfolio

  1. Click on the Side Menu Navigation button Icon - Side Menu Navigation Button in top left corner of the window to expand the Side Navigation Menu.
  1. Click on the Plus Sign icon Icon - Add Item (Plus Sign) located next to the Portfolios listing.
  2. In the New Portfolio display, supply a Title and Description.
  3. To add current Groups into the Portfolio, click in the Group field.  A drop-down menu displaying the Group will appear.  Click on the Groups in the list to add them into the Portfolio; click a project a second time to remove it.
  4. Click on the Save button to save the Portfolio.

NOTE
Groups can be included in more than one Portfolio.