Table

Table

View and navigate your portfolios in table format.

  • From navigation menu go to: Portfolio > My portfolio 

  • Portfolios will automatically appear in Table view mode

  • Click on any column heading separator and drag to narrow or widen the column width

  • Click the > / icons to open/close each portfolio/sub-portfolio’s project list

  • Click on the 3 vertical dots icon at the top right in order to export a list of portfolios and their projects in CSV or Excel (.xlsx or .xml) format