Create a portfolio home page template

Home page The home page is made up of customizable blocks displaying information (graphics, lists, etc.).

Blocks can be organized into groups. The maximum number of block groups is 5.

User or platform home page

The user home page can be customized or taken from a template. Platform home page templates can be defined for a specific user, for a role or for an entire platform. homepage configuration Platform.

In all cases, you can only access data for projects for which you have rights.

Project home page

A project welcome template is applicable to a project, and is applicable by default to a project template . Project.

Each type of project can have its own homepage, with different information. The aim of the project homepage is to give the user access to the information that interests him most when consulting a project.

portfolio home page

A portfolio welcome model is applicable to a portfolio.

The aim of the portfolio home page is to give users access to the information they are most interested in about the portfolio as a whole and the projects that make it up.

Here's how to create a homepage portfolio :

Click on the Main menu > Administration
In the Model settingsclick on Home page configuration > portfolio.
Click on Add.
Complete the general information on the homepage template.
Optional: link homepage template to hierarchies.
Add a block group and blocks.

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To find out more about blocks, click here:

List of homepage widgets

Click on Register.

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The homepage template is created! Then simply select this homepage template for the most relevant portfolios.

form for modifying a portfolio home page template

Modifying a portfolio home page template