Portfolios can be a great way to present Project progress to existing customers and/or present professional documentation of past projects to potential clients while onsite straight from your mobile device. In the Today grid (as shown below) you can search for Portfolios based on critical dates, project types, market types and more! See below on additional information on how to setup a Portfolio.
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Setting Up a Project Order Portfolio
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You can also add small thumbnail images to your Portfolio by uploading your images to your Project Documents as a "Gallery Image" document type. You must ensure it is a Gallery Image by checking off the below checkbox. Keep in mind while naming your documents at the time of uploading the Document name will carry through to your Image Description on your Portfolio report. Of course you can always go back and edit the name directly within the Project Documents window as shown below.
Important Note: The “Gallery Image” Document Type is the trigger to use images on a “Portfolio” so it is imperative you DO NOT delete this Document Type. If you do delete it you can add it back in so that you can take advantage of this feature.
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Printing / Viewing Portfolio Reports
From the Today panel select "View Portfolio" to run a report to pull all of your portfolio items. You can choose certain criteria or leave empty to pull all existing Portfolios then select "Run Query".
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Highlight the Portfolio item you wish to print and select "Print Selected Record(s)" to get the following results.
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