Open a portfolio status list

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Open the status list of a portfolio to see the projects that are included in it.

    Antes de Iniciar

    Role required: it_portfolio_manager

    Procedimento

    1. Navigate to Project > Portfolios > All.
    2. Open a portfolio.
    3. Click the Portfolio Status related link.
      The list of portfolio status records opens.
    4. If necessary, you can select a different project associated with the current portfolio.