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Accessing Portfolios:
Click the new "Portfolios" button in the main menu, located after "Time Reports."
Creating a Portfolio:
Click the "Create Portfolio" button.
Enter a name for your portfolio.
Select the reports you want to include (you can search for them by name).
Optionally, add a description for your portfolio.
Click "Add" to create the portfolio.
Viewing and Managing Portfolios:
The Portfolios page lists all your existing portfolios.
For each portfolio, you'll see:
Name
Number of reports
Creation and update information
Total cost, billing, budget, and remaining budget
Click on a portfolio to view its details and the individual reports it contains.
Editing or Deleting Portfolios:
Click the "Edit" button to modify a portfolio's name, description, or reports.
Click the "Delete" button to archive a portfolio (this won't delete the reports within it).
Use cases:
Project Management:
Track costs, budgets, and progress across projects. Identify issues early and collaborate with teams sharing the portfolio.
Client Management:
Tailor portfolios for clients, accessing reports & tracking performance easily. Generate custom insights for informed decisions.
Financial Analysis:
Consolidate data from different units, departments analyze trends across areas, and generate comprehensive reports for budgeting & forecasting.
Sales Performance:
Track individual & team performance, identify improvement areas, and analyze regional trends & campaign effectiveness.
Marketing Campaign Management:
Monitor campaign costs, budget, and key metrics to assess ROI and optimize future initiatives.
Team & Resource Management:
Track individual & team performance and resource utilization for improved accountability and team structures.
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If you have any questions or need further assistance, please reach out to our support team. |