Portfolios Page
- Accessing Portfolios
- As an administrator or portfolio owner in Change Plan, you can find the portfolio's link on the left side of the all initiatives page.
- Viewing Portfolios
- Clicking on the portfolio link will lead you to a new page displaying all portfolios created for your organization.
- The portfolio table can be sorted and searched similar to other tables in Change Plan.
- Portfolio Details
- Within each portfolio, you will find a list of initiatives along with:
- Number of stakeholders
- Aggregated readiness score
- Overall impacts (number of changes and impacts)
- Open risks, overdue activities, and overdue deliverables
- Responsibility Summary
- Additionally, you can view a summary of the individuals responsible for the delivery of activities within that portfolio.
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