Portfolios

Portfolios help group and manage related grants, projects, and contracts, providing a high-level view of funding and project performance.

• What is a Portfolio?
• Portfolio Summary
• The Portfolio Lifecycle 
• Creating a Portfolio
• The Portfolio Lifecycle: Stage 1 – Initiation
• The Portfolio Lifecycle: Stage 2 – Planning 
• The Portfolio Lifecycle: Stage 3 – In Delivery
• The Portfolio Lifecycle: Stage 4 – Review