Global Portfolio dashlet


Global Portfolio dashlet.

Provides information relating to the organisation's portfolio. Click a blue hyperlink to view more detail via the Portfolios page. The icons adjacent to Work in Progress and Receivables display aged WIP or DRS respectively.

Portfolios page showing details of each staff member's portfolio.

The content of this dashlet can be edited, with options to choose whether blue hyperlinks access portfolios at client, or job level.