Portfolio Menu

Edit portfolio information, archive or delete portfolios

To access a Portfolio's settings, select the hidden ellipsis menu to the right of the Portfolio's name. From this menu you can: 

  • Rename Portfolio: Change the Portfolio name as well as make it public or private

  • New Portfolio: create a new Portfolio

  • Manage Members: Add/remove Members, change member role in a Portfolio

  • Privacy Settings: make the Portfolio public or private

  • Set Portfolio Color: Change the color of the Portfolio

  • Import Projects: Import Projects into this Portfolio

  • Download: Download a file of all Projects in this Portfolio

  • Archive Portfolio: Archive the current Portfolio

  • Delete Portfolio: Delete the current Portfolio

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