View one portfolio on the initiatives page
- Sorting Initiatives by Portfolio
- Access the initiatives page.
- Sort by the portfolio column to list initiatives portfolio by portfolio.
- Filtering Initiatives by Portfolio
- Navigate to the filter area on the initiatives page.
- Click on select criteria and choose the portfolio option.
- Select the specific portfolio you want to filter by.
- The filter will persist and can be toggled off using the X button.
- Viewing Initiatives within a Portfolio
- Visit the portfolios page to see a list of each portfolio.
- View the initiatives within each portfolio on the portfolios page.
- To delve into a specific initiative, return to the initiatives page or use the dropdown menu at the top.
Did this answer your question?