Portfolio Navigation

July 25, 2022

Information on how to navigate around portfolios.

When you navigate to a portfolio there are four main areas on the screen:

  • the top level Horizontal Navigation Bar
  • the left hand Vertical Navigation Bar
  • the right hand Side Panel
  • the Main Content Area

Horizontal Navigation Bar

The top level Horizontal Navigation Bar is visible on every screen. It gives you access to all the areas of the application you have security for. All the other content on your screen is determined by the location you’ve navigated to. See here for more information on Overall Navigation .

Vertical Navigation Bar

This is located on the left hand side and gives you access to the portfolio’s content.

Click on the relevant tab to navigate to the content you want to look at. Many of the tabs have sub tabs which give you different views of the content you’ve navigated to. The screenshots below show how to navigate to another tab.

Side Panel

This provides access to the following additional information:

  • Conversations and blogs which have been linked to this portfolio
  • A log of key actions taken in this portfolio
  • Help information specific to the tab you have navigated to. This includes links to more detailed tutorials.

To access this information click on the relevant icon.

Main Content Area

This contains the portfolio content related to the tab you have navigated to. For more information about the tab’s content click on the Help icon on the Side Panel.

This is where you add / update portfolio information and carry out some other functions. To do this you click on the Functions dropdown box which is visible on most portfolio screens.