Note: The following instructions are only applicable if you have prepared and configured the necessary data that you need for using this feature in Unifier.
To view portfolios
- Go to the All Projects tab and switch to User Mode.
- In the Navigator, Click Portfolio Manager to expand the node and to see the portfolio types currently loaded into Unifier.
- Click Capital Projects (portfolio type) node to see the available Capital Projects portfolios in the right-hand pane.