Portfolios

Last Modified on Oct 24, 2024, 7:05 PM by BePro Software Team

Porfolios are custom collections of projects. You can create a portfolio of any project you have access to. Portfolios provide an overall summary of the projects within them including resource usage, risk, stakeholder sentiment, and financials

Portfolios are a great way to monitor a group of projects. Triggers allow you to react to changes in project details like sustainability metrics, risk levels, and resource demands through automation. If one thing happens, you can setup a range of reactions e.g. notify a group of people

DOCUMENTATION

Our team is here to support your onboarding onto FolioProjects. In this section, we provide you with insight into the various features of the platform including projects, profiles, portfolios, and assets.

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