The Portfolios Dashboard is where you can see all the Portfolios in your organization visible to you. To navigate around the Portfolios dashboard, follow the steps below:
- Starting from your dashboard, click Portfolios. Next, watch the video that explains what a portfolio is, and how they are used to manage innovation.
- To view portfolios by date range, click the calendar icon on the portfolios dashboard. You can filter your dates using Quick Select, or you can also choose a custom date range.
- Click the filter icon on the top right corner of the dashboard to reveal your filter options. You can filter ideas by Forces, Workspace, and Users. Be sure to click Done when you're finished applying your filters.
Note: To search for specific portfolios, simply use the search bar and enter the name of the portfolio.
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