The Document Library is a project-specific feature that allows users to upload and manage all relevant documentation associated with individual projects, such as guidelines, certifications, compliance documentation, specific reports, etc.
Each document uploaded at the project level is automatically compiled into a centralized portfolio-level dashboard. This dashboard offers a summary view of documentation across all projects within the portfolio, providing users with an at-a-glance overview of all files, making it easy to track, review, and access project documents on a broader scale.
Example of project document library
The portfolio dashboard streamlines document management by:
Offering a consolidated view of all uploaded documents across multiple projects.
Allowing quick navigation and access to documents at both the project and portfolio level.
Enhancing transparency and oversight of documentation workflows across the organization.
Example of portfolio document library
With this feature, teams can stay organized and ensure that all necessary project documentation is readily available, ensuring efficiency and reducing the risk of misplaced or outdated files.