Project Setup / Portfolio Setup

Project Setup is the back-side area of the Sections Bar, whereby users can create and customize the features that are available for everyday use on the front-side of the Sections Bar.

Users can access Project Setup by clicking the Cogwheel icon on the applicable Project Information Card in the Projects page, or from within a Project, by further extending the Project Information Card ('More Information' button) and clicking the 'Project Setup' button located at the bottom of the information card.

The same features are also accessible for Portfolios within the Portfolio Setup area.

 

See also:

 

If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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