Creating a New Portfolio


Click link below to view the video
- Click on the Side Menu Navigation button
in top left corner of the window to expand the Side Navigation Menu.
- Click on the Plus Sign icon
located next to the Portfolios listing.
- In the New Portfolio display, supply a Title and Description.
- 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.
- Click on the Save button to save the Portfolio.
NOTE
Groups can be included in more than one Portfolio.