List of portfolio reviews
Filter the list of portfolio reviews
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This screen displays the reviews created in the Slide show
This review is based on the slideshow template created and associated with the portfolio. Slideshow templates
You can view the slideshow in draft mode, or create and start the review.
In the magazine, you can view the homepage for each project (defined in the slideshow template), access the project with a single click, and view its project sheet. You can navigate project by project with the blue arrows, via a menu and via a quick search.
You can add comments for each project at the bottom of the screen.
Creating a portfolio review
Join a magazine
Here are the fields found in this screen:
General actions
Delete (right required :
Deleting a portfolio review)
Rights required :
Button name | Description |
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This button allows you to join a review that has already been created. It is still possible to join the review, even if it has been completed and a portfolio review report has been created. |
Report on a portfolio review
When the review is complete, you can create a report of the meeting.
The minutes summarize all the exchanges that took place on each project during the portfolio review.
Tag a user directly in a comment using the @ symbol to automatically send them an e-mail informing them of your mention. Your user will appear in pink, and other users in blue.
Some users may not be included in the list because they have this setting in their profile:
General actions (modification)
Rights required :
Name | Description |
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This button folds all lines: attributes in theexchange | |
This button unfolds all lines: attributes in theexchange | |
Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected) | |
Unfold a table row: display certain elements (depending on the grouping selected) | |
This button is used to add a field (if not already added): - Participants You can also deselect fields to remove them from theexchange. | |
This button is used to add a field (if not already added): - Declared date You can also deselect fields to remove them from theexchange. | |
This button lets you addexchange attributes | |
This button is used to add a field (if not already added): - Attachment(s) You can also deselect fields to remove them from theexchange. | |
Allowsexchange to be e-mailed to contacts | |
This button selects anexchange template | |
Allows you to delete a previously created exchange
Rights required : | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field |
Here are the fields found in this screen: