1.0 Portfolio Action Tracking Print

Created by: Earl Uy

Modified on: Thu, 19 May, 2022 at 4:02 PM

1. Action Tracking

To view the ‘Portfolio Action Tracking’ page, from the Homepage, click ‘Portfolios’ from the top navigation.

Within the ‘Portfolio Dashboard’, click the ‘Name’ of the ‘Portfolio’ to navigate. Once done, you will be redirected to the “Portfolio Overview” page.

Click ‘Action Tracking’ from the sidebar as shown below.
Here, you will see all the Action items from all projects under the Portfolio.

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Earl is the author of this solution article.

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