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1. Add a New Portfolio Custom Template 1. To Add a Custom Report Template within a Portfolio, click the ‘Settings’ tab from the left side bar of the pag...

1. Update a Portfolio Custom Template 1. Still within the Portfolio ‘Settings’ page, navigate to the ‘Custom Templates’ section. Click the name of the c...

1. Remove a Portfolio Custom Template 1. If you want to delete a Custom Report Template within a Portfolio, click the ‘Settings’ tab from the left side ...

1. Update Portfolio Access Level Settings Within the ‘Settings’ page, navigate to the ‘Access Levels’ section, then go to the ‘Settings’ module. Click t...

1. Manage Portfolio Access Level for Project Phases Within the ‘Settings’ page, navigate to the ‘Access Levels for Project Phases’ section. Click the d...

1. Manage Portfolio Approvals and Notifications for All Project Lifecycle Stage Gates 1. Within the Portfolio ‘Settings’ page, navigate to the ‘Approval...

Related Articles: Update Portfolio Access Level Settings Manage Portfolio Access Level for Project Phases I. Portfolio Role Portfolio Role Desc...