Documents
Introduction
What is the Documents Tab? The Documents tab in the Portfolio functionality of Fortes Change Cloud is a centralized location for storing, organizing, and accessing all relevant documentation related to portfolio elements. It allows users to upload, link, and manage files such as business cases, reports, contracts, presentations, and other supporting materials.
Who Uses It? The Documents tab is used by a variety of roles involved in portfolio execution and governance, including:
- Portfolio Managers, to maintain oversight of documentation supporting strategic initiatives.
- PMO Teams, to ensure documentation standards are met and that records are complete and accessible.
- Auditors and Compliance Officers, to review documentation for governance and regulatory purposes.
What Value Does It Deliver? The Documents tab delivers value by:
- Centralizing Information: Keeps all relevant documents in one place, reducing time spent searching across systems.
- Supporting Governance and Compliance: Ensures that documentation is complete, traceable, and aligned with organizational standards.
- Reducing Risk: Minimizes the chance of missing or outdated documentation by providing a structured and accessible repository.
We are currently working on this article. For now, please contact your Fortes Change Cloud administrator or visit the Fortes Knowledge Base for support.
TODO: translate this document (user-docs/portfolio/documents.md).
Source: C:\Users\MilanOzinga\Development\fcc\knowledge-base\docs\user-docs\portfolio\documents.md