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What is the portfolio view and who is it for?

Introduction to the portfolio view

The portfolio view gives managers and controllers an overview of all projects combined — with final forecast, budget, coverage ratio and deviations across projects.

Go to Portfolio in the left-hand menu (requires access to multiple projects).

The portfolio view in AIMZ with all projects in one table (sample data)

Useful for: project director, controller, regional manager.

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