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Create a Portfolio

Step-by-step instructions: Create and organize containers for your Procedures
Written by Keith Gillette
Updated 2 weeks ago

  1. Press the Create Portfolio (+) button in the Portfolios header in an Organization panel in the Navigation pane.
  2. Enter a descriptive name for your Portfolio
    Portfolios should have concise, descriptive, and unique names indicating the type of Procedures the Portfolio contains or the Members for whom the Procedures are intended.


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Overview

  1. Portfolios [Overview]

Step-by-Step

  1. Add Members to a Portfolio
  2. Create a Procedure

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