Work Flow - Portfolio Module

Your organization can use workflows to assign and manage processes. Your System Administrator configures workflows for your organization on the Manage Work Flows page.

Manage Your Work Flows

To manage your work flows:

1. Navigate to Portfolio > Details > Work Flow.

   Use the links in the Navigation Pane on the leftmost side of the page.

2. Follow the appropriate procedures on the Work Flows - Common Procedures page.