Our Team and Vendors (Portfolio Financials)

A database of team members, collaborators and vendors can be maintained on the Our Team and Vendors pages in Portfolio Financials and Capital Planning. 
Note: To view information on the Project Team, see Project Page.

HIGHLIGHTS Show/Hide  

• Add and manage team members on the Our Team page.
• Add, manage, search for and filter vendors on the Vendors page.
• Manage permissions for team members and vendors.
• Update vendor profiles and contacts.