Portfolio Benefits Tracking

4.6 Filter and Search Portfolio Benefit Tracking Items
1. Filter and Search Portfolio Benefit Tracking Items You can filter and search quantitative and qualitative Benefit Items through the following below: ...
Thu, 17 Sep, 2026 at 6:26 PM
4.7 Download PDF/ CSV Portfolio Benefit Tracking Items
1. Download PDF/ CSV Portfolio Benefit Tracking Items 1. In the Quantitative and Qualitative section, click the three horizontal lines and select Downlo...
Thu, 17 Sep, 2026 at 6:27 PM
5.1 Add Portfolio Benefit Summary
1. Add Portfolio Benefit Summary 1. Go to the Settings page, then click the Benefit Summary button.   2. In the Add Benefit Summary page, fill in th...
Thu, 17 Sep, 2026 at 6:38 PM
5.2 Update Portfolio Benefit Summary
1. Update Portfolio Benefit Summary 1. Go to the Settings page, then click an existing Benefit Summary Item. Once clicked, the Update Benefit Summary pa...
Thu, 17 Sep, 2026 at 6:44 PM
5.3 Delete Portfolio Benefit Summary
1. Delete Portfolio Benefit Summary 1. Go to the Settings page, then click an existing Benefit Summary Item. Once clicked, the Update Benefit Summary pa...
Thu, 17 Sep, 2026 at 6:51 PM
5.4 Download CSV/ PDF Benefit Summary
1. Download CSV/ PDF Benefit Summary 1. On the Benefit Summary section, a list of all Benefit Tracking items covered in the Project is displayed.    2...
Thu, 17 Sep, 2026 at 6:57 PM