Portfolio Budget Management
1. Export current financial data Navigate to Portfolios, Company Portfolio Click on Settings Click on Portfolio CSV Export and select t...
Mon, 25 Apr, 2022 at 4:26 PM
Portfolio: Cost Summary Column Definitions Click the table for a closer view: Budget ID The unique ID assigned to a Portfolio level cost. IDs ...
Tue, 4 Nov, 2025 at 5:36 PM