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About the Portfolios Register

The Portfolios register displays a list of all live and template portfolios in the Organization in which you can participate. The columns displayed depend on the current view, however, when opened from the Organization work area the following columns always appear in the register:

If a portfolio that you wish to view is not listed on this register, you either have not been added to the portfolio or you have not been given access to the portfolio. Please contact your Administrator.

ClosedTo enter a portfolio

  1. On the Home page, click Portfolios.

    2. The list of portfolios you can access appears.

  2. Click Enter next to the portfolio that you wish to enter.

    3. The start page of the Portfolios work area appears.

Tip:

  • Create new portfolios from the Portfolio Properties register in the Organization work area. For more information, see "Creating a New Portfolio".
  • To be able to see a workspace that you just created, you need to add your contact or staff document to the workspace. For more information, see "Adding a Person to a Portfolio".