Portfolio Resource

Created on Mon Nov 21, 2022 by Damon Williams

The Portfolio Resource is simply a container that holds an unlimited number of Client Resources containers and subsequent Project Resources.Portfolio Hierarchy Structure

All Project Resources must belong to, or be created under, an existing Client Resource collection. If a Client Resource for a new Project Resource does not yet exist on the system, one must be created first.

Please see the Client Resources section of this documentation for more information.


Next: Client Resources  
Document last updated on Monday August 14, 2023 by Damon Williams.