1. Action Tracking

  • To view the ‘Portfolio Action Tracking’ page, from the Homepage, click ‘Portfolios’ from the top navigation.



  • Within the ‘Portfolio Dashboard’, click the ‘Name’ of the ‘Portfolio’ to navigate. Once done, you will be redirected to the “Portfolio Overview” page.



  • Click ‘Action Tracking’ from the sidebar as shown below.
  • Here, you will see all the Action items from all projects under the Portfolio.