All portfolios a user has access to may be viewed in the Portfolio Planning Register panel.
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Navigate to Portfolios > Portfolio Setup.
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At the top of the screen, in the green parameter bar, click the Portfolio ellipse to view a selected portfolio and its sub-portfolios.
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If required, click REFRESH to update the screen.
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If a portfolio is not selected in the green parameter bar, all portfolios the user has access to will be displayed.
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If a portfolio is selected in the green parameter bar, only that portfolio and its sub-portfolios will be displayed.
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You can customize the view of the Portfolio Planning Register panel from the view settings.
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