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Version: Version 22

Documents

Introduction​

The Documents tab in the Portfolio app provides a centralized place where all important documentation for the portfolio is available at a glance. The manager or supporter of the portfolio can add documents, organize them in folders, review version history, and request approval from others.

For a full explanation of how documents and attachments work across FCC (including uploading, linking via URL, folders, notes, version history, and approval), see Documents and Attachments.

Portfolio-specific details​

Who can add documents to the portfolio? The manager or supporter of the portfolio can add documents to the Documents tab.

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.

Need more support?​

Contact your Fortes Change Cloud administrator or consult the online knowledge base for more step-by-step configuration guides.