List of portfolio
Filter the list of portfolio reviews
Click on 
This screen displays the reviews created in the 
This review is based on the slideshow template created for 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 of each project (defined in the slideshow template), access the project with a single click, and view its project file. 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.
| Button name | Description |
|---|---|
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 review of portfolio has been created. | |
This button deletes a previously created review and its report.
Rights required : |
Creation of a portfolio
Join a magazine
Field name | Functional information |
Review title portfolio | |
This is the total time allotted for project review, and is used as a guide to keep in mind. The review will not be closed at the end of the allotted time; it is merely an indication. The remaining time will therefore be 0min
🚩 This field is not editable; a new review must be created to modify this parameter. | |
This is the date on which this portfolio review was created.
🚩 This field cannot be modified; it appears as an indication. | |
This is the total time to be entered for the entire review.
🚩 This field cannot be modified; a new review must be created to change this parameter. | |
The desired end time of the review must be entered here; it will appear during the review as an indication.
🚩 This field cannot be modified; a new review must be created to change this parameter. | |
These are the people who will be able to join the magazine and who will be noted as magazine participants. | |
This field is used to select the projects to be reviewed.
🚩 This field cannot be modified; a new review must be created to modify this parameter. |
General actions
Deletion of a portfolio)
Rights required
| Button name | Description |
|---|---|
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 review of portfolio has been created.
|
Review of a portfolio
When the review is complete, you can create a report of the meeting.
The minutes summarize all the discussions that took place on each project during the portfolio review.
General actions (modification)
Rights required (modification)
| Name | Description |
|---|---|
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 It will also be possible to deselect fields to remove them fromexchange. | |
This button is used to add a field (if not already added): - Declared date It will also be possible to deselect fields to remove them fromexchange. | |
This button is used to addexchange | |
This button is used to add a field (if not already added): - Attachment(s) It will also be possible to deselect fields to remove them fromexchange. | |
Sendexchange to contacts by e-mail | |
This button is used to select a template .exchange | |
To delete a exchange already created
Rights required : | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field |
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Field name | Description |
The subject is the title of theexchange. It needs to be clear and use the right keywords, because it's through its subject that a exchange is searchable/findable. | |
This is the portfolio magazine to which theexchange will be attached.
🚩 As we are already in a portfolio magazine, this field is already filled in and cannot be modified. | |
The type ofexchange can be used to categorize exchanges, for example: information, project item, warning, report... | |
These are the projects included in the portfolio review. | |
Ce champ permet de sélectionner des utilisateurs afin de les noter comme participants à la revue de portefeuille. Il sera facile de partager l'échange avec la liste des participants.
La personne qui est connectée et qui réalise le compte-rendu du portefeuille apparaît dans la liste des participants, et peut donc le recevoir par e-mail s’il est partagé aux participants. | |
This field is used to declare a date forexchange.
It will be interesting here to note the date on which the parameterization review took place. | |
The message corresponds to the text of theexchange, it is a rich type field.
This message contains the last exchange of the projects that were reviewed during the portfolio review. | |
This field is used to add a document to theexchange |