Portfolio Dashboard
1. Adding a Dashboard Item - Project Phases Rows Data Table 1. In the newly created dashboard section in the dashboard tab, click ‘+ Item’ and select ‘D...
Fri, 18 Sep, 2026 at 5:25 PM
1. Adding a Dashboard Item - Column & Line Graph 1. In the Dashboard section, click ‘+ Add Item’ and select ‘Graph’ from the drop-down menu. 2. ...
Fri, 18 Sep, 2026 at 5:24 PM
1. Updating a Portfolio Dashboard Item 1. In the Portfolio’s main Dashboard page, select the Section to which you want a Dashboard Item to be updated. ...
Fri, 18 Sep, 2026 at 5:24 PM
1. Deleting a Portfolio Dashboard Item 1. In the Portfolio’s main Dashboard page, select the Section to which you want a Dashboard Item to be deleted. ...
Fri, 18 Sep, 2026 at 5:26 PM
1. Deleting a Portfolio Dashboard 1. In the Portfolio’s main Dashboard page, select the dashboard tab that you want to be deleted. 2. Click the Del...
Fri, 18 Sep, 2026 at 5:26 PM