Tutorials Dashboards and Financial Views Configure the Financial Health Section for the Health Dashboard Switch Between Financial Views View the Executive Dashboard in the Portfolio Tool View the Health Dashboard in the Portfolio Tool My Open Items Export Your 'My Open Items' List for a Company Account View My Open Items in the Portfolio Tool Settings Configure Filter Options for the Portfolio Tool Set the Dashboard View Permissions Manage Projects Add Project Notes Configure a Project Template Create a New Project Edit a Project Template Export a List of Projects from the Company Portfolio Search the Company Portfolio for Projects Safety Hub About Safety Hub (Company) View the Portfolio Tool Export a List of Projects from the Company Portfolio Filter Portfolio Views Search the Company Portfolio for Projects Show Portfolio Projects in Map View Switch Between the Portfolio Views Switch Between Views in the Projects List