The Portfolio Console is a revamp of the Portfolio > Details screen. It allows a Portfolio Manager to view details for all plans across their portfolio, and in the case of Master Portfolios, allows updating details across all these plans using ingrid editing. Recall that Master Portfolios were introduced in Release 5.1 with Portfolio > Finances > Financial Management to enable Portfolio Managers to allocate finances to individual plans from their portfolio budget. The Portfolio Details page gives Portfolio managers similar control of other aspects of plans.
A plan can only be in one Master portfolio, so that there is only ever one portfolio from which it can receive portfolio level allocations. A Master portfolio is indicated by an M to the left of the Portfolio ID (at the top right of the right pane).
The Portfolio Hierarchy TreeView, which was previously on the right hand side of the page, has been moved to the left, and is now collapsible to allow for a full-screen plan list.
Across the top of the page are several indicator cards, to inform you on several key metrics of your Portfolio.
The portfolio details and portfolio memberships and the portfolio MS Teams integration sections can be accessed via
the Edit Portfolio Details button in the toolribbon:
