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Quick Start Guide

Portfolio Lists


Bubble Charts


The columns in a portfolio form display the column data for the projects. The names of the columns are located in the column headers of the portfolio form. You can have up to 100 columns (100 columns). The 100 columns are displayed in every portfolio form, however, you “add a column” when you name the column.

To add a column, simply click on the row header of the Portfolio form to open the Modify Column form. Enter the name for the column in the field provided and click save to save the column name. The column name will now appear in the first row of the column that you selected.