Create your Portfolio
1. Create a portfolio
- Navigate to the Projects > My Projects section
- Select the checkbox next to the project(s) you want to include in the portfolio
- Select the clipboard icon
- In the Create Portfolio modal, select the checkbox next to Create Portfolio for Financing ( Tenders RFPs, Financiers) and name your Portfolio
- Select Create:
2. View your Portfolio
Once you have created it, you click on save.
- Your portfolio will be created and you will be redirected to the Portfolios module.
- Click on the portfolio you created
- Use the tob menus to navigate your portfolio
3. Share your Portfolio
- Click on Finance
- Click on the Portfolios option
- Open the Portfolio you have just created
- Fill out all the required fields
- Click on Portfolio Submission once you are ready to submit it
- Click on Share with Financier to submit it.
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