Managing a large number of reports can be challenging. That's where Portfolios can help!

What are Portfolios?

• Portfolios are like folders for your reports, allowing you to group and manage them more easily.

• Create multiple portfolios to categorize your reports based on project, client, team, or any other criteria that makes sense for you.

• View key information and financial summaries at the portfolio level, saving you time and effort.

How to Use Portfolios:

1. Accessing Portfolios:

   • Click the new "Portfolios" button in the main menu, located after "Time Reports."

     

2. 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.

3. 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.

4. 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:

1. Project Management:

Track costs, budgets, and progress across projects. Identify issues early and collaborate with teams sharing the portfolio.

2. Client Management:

Tailor portfolios for clients, accessing reports & tracking performance easily. Generate custom insights for informed decisions.

3. Financial Analysis:

Consolidate data from different units, departments analyze trends across areas, and generate comprehensive reports for budgeting & forecasting.

4. Sales Performance:

Track individual & team performance, identify improvement areas, and analyze regional trends & campaign effectiveness.

5. Marketing Campaign Management:

Monitor campaign costs, budget, and key metrics to assess ROI and optimize future initiatives.

6. Team & Resource Management:

Track individual & team performance and resource utilization for improved accountability and team structures.