# Portfolio The portfolio is available in the project menu under **Dashboards** > **Portfolio**. The portfolio provides a user with a wide range of functionality. Namely: - To complete a list of applications that exist in a user’s project including their status; - To indicate applications which are shared within other projects; - To process, delete and configure applications; - To sort, filter, and export application data. The following screen shows the portfolio interface in Apptimized Dashboard. [![portfolio_01.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/JaJCEEiUSxu9MyrN-portfolio_01.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-04/JaJCEEiUSxu9MyrN-portfolio_01.PNG) Portfolio data is grouped into the following categories: - App ID; - Vendor; - Software; - Version; - Language; - Assignee; - Updated; - Stage; - Actions. The portfolio is performed in 2 blocks: - Information block – this block contains detailed information about the application; - Action block – this block provides options to manage applications. [![portfolio_09.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/Ep4nwO8dh0rIqna5-portfolio_09.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/Ep4nwO8dh0rIqna5-portfolio_09.png) Table 1. Information block
**Column name** **Details**
App ID A personal static number of the application.
Vendor A supplier of the application (i.e., **Tim Kosse**).
Software The full official name of the application (i.e., **FileZilla**).
Version A current version of the application (i.e., **3.5.2**).
Language Information on the application language taken from metadata. A user can change this information in the **Upload - Confirm** step.
Assignee This column indicates a person appointed to manage the application.
Updated This column indicates the date and time when data on the application was last updated (i.e., **03/30/2020 10:35**).
Stage This column provides the information on a current request step. The information is grouped by template: **<step name>** – **<sub step name>** (i.e., **Upload – Confirm**). The following stages options available: - Upload – Confirm / Initialize; - Discovery / Testing / Packaging – Initialize; - Discovery / Testing / Packaging - <Factory statuses>; - Discovery / Testing / Packaging – Self Service; - Discovery / Packaging – Screenshots; - Testing – Results; - Download - List of files. The following factory statuses available: - Ready for Discovery - a user’s request is submitted to Apptimized and is ready for processing by Apptimized team; - In Progress - Apptimized team is processing a user’s request; - Delivered - Apptimized team finished processing a user’s request and sent corresponding Deliverables; - Action Required – a user must check the request and provide additional information to Apptimized team; - Incoming check – Apptimized team is started processing a user’s request and checking all additional information; - Factory QA – a user’s Testing request is submitted to Apptimized and is in progress for processing by Apptimized team; - Action Required – a user must check a ticket and provide additional information to Apptimized team; - Delivered - Apptimized team uploaded the result for a user’s request, and a user must check it; - Error Analysis – a user found a bug in the package and sent a bug report to Apptimized team; - Approved - when the package is correct, and a user approves a request in the ticket.
The number of items per page can be changed to 10, 50, 100, or all items. [![portfolio_02.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/nVzeyD28ZnzvcdhP-portfolio_02.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-04/nVzeyD28ZnzvcdhP-portfolio_02.PNG) Keyword search mode available: [![portfolio_03.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/t7fFGHmEVKHfkbBs-portfolio_03.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-04/t7fFGHmEVKHfkbBs-portfolio_03.PNG) The columns in the portfolio table can be swapped and grouped in any order. A user can drag and drop a column header to a suitable place. [![portfolio_04.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/XNGgKxU4Nb6J6PRQ-portfolio_04.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/XNGgKxU4Nb6J6PRQ-portfolio_04.png) To exclude columns in the portfolio table, uncheck the box next to the column name not required in view. This option is available under **Edit Column Settings** > **Columns**. [![portfolio_05.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/KizJhTGElBtwvmbm-portfolio_05.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/KizJhTGElBtwvmbm-portfolio_05.png) To sort data in columns **App ID**, **Vendor,** **Software, Version, Language,** or **Updated** select ascending or descending mode. This option is available under **Edit Column Settings** > **Sort Ascending** or **Edit Column Settings** > **Sort Descending.** [![portfolio_06.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/D70Qu9Q7OEYEtJge-portfolio_06.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/D70Qu9Q7OEYEtJge-portfolio_06.png) An alternative method to sort data in columns: Click the **table header** > Click the **arrow** symbol. [![portfolio_07.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/XtGYn6adxyHXyibl-portfolio_07.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/XtGYn6adxyHXyibl-portfolio_07.png) To filter data in columns **Vendor, Software, Version, Language, Assignee,** or **Stage** use **Edit Column Settings** > **Filter** > Select the relevant value > **Filter** button. To exclude import types from the import history table, uncheck boxes next to the name not required in view. [![portfolio_11.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/gxndZQIL0CCZXwnL-portfolio_11.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/gxndZQIL0CCZXwnL-portfolio_11.png) To filter data in columns **Updated** or **App ID**, use **Edit Column Settings** > **Filter** > Show items with value that > **Filter** button. [![portfolio_12.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/sYNKMl94DtMboqXI-portfolio_12.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/sYNKMl94DtMboqXI-portfolio_12.png) The action block extended menu: [![portfolio_10.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/ypx97oVh7NzHD47i-portfolio_10.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/ypx97oVh7NzHD47i-portfolio_10.png) The **Process** option allows the user to go to the **Transition screen** page. [![portfolio_13.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/vQaTjxDHJ9RXVYSr-portfolio_13.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/vQaTjxDHJ9RXVYSr-portfolio_13.png) The **Assign** option allows the user to assign users responsible for tasks on the application. [![portfolio_14.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/AiQonqCZ4vzIgH3v-portfolio_14.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/AiQonqCZ4vzIgH3v-portfolio_14.png) Assignments revert to the initial settings by clicking the **Cancel** button and change by clicking the **Save** button. Apptimized shows the following notifications when successful: [![portfolio_new_two.png](https://docs.apptimized.com/uploads/images/gallery/2021-09/scaled-1680-/q2TfJTMJxFrjcekT-portfolio_new_two.png)](https://docs.apptimized.com/uploads/images/gallery/2021-09/q2TfJTMJxFrjcekT-portfolio_new_two.png) Apptimized sends the follow-up email once the user has been assigned to a task: [![portfolio_new_one.png](https://docs.apptimized.com/uploads/images/gallery/2021-09/scaled-1680-/uwKtPXOLz3srgNth-portfolio_new_one.png)](https://docs.apptimized.com/uploads/images/gallery/2021-09/uwKtPXOLz3srgNth-portfolio_new_one.png) The **Settings** option allows a user to edit the application metadata. [![portfolio_16_new.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-09/scaled-1680-/jH6fV9JItef40QgJ-portfolio_16_new.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-09/jH6fV9JItef40QgJ-portfolio_16_new.PNG) Application settings revert to the initial settings by clicking the **Go to last dashboard** button and change by clicking the **Save** button. The **Push to SCCM** option allows a user to start the deployment of an application to SCCM. Before applying this option, the one-time configuration of Apptimized SCCM Connector by project administrator must be provided (see the [SCCM Integration](https://docs.apptimized.com/books/apptimized-platform-admin-manual/page/integration)). The **Push to Intune** option allows a user to start the deployment of an application to Intune. Before applying this option, the one-time configuration of Apptimized Intune Connector by project administrator must be provide. (see the [Intune Integration](https://docs.apptimized.com/books/apptimized-platform-admin-manual/page/integration-f61)). The **Timeline** option provides a list of user activities in Apptimized. A user can check all actions, or download installation source, download generated discovery and testing document/package, or revert workflow to needed step: [![portfolio_15.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/5b167yx9k3NF8ffX-portfolio_15.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/5b167yx9k3NF8ffX-portfolio_15.png) When a user wrapped a package, Apptimized shows the following screen: [![portfolio_timeline_06.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-09/scaled-1680-/qn8FG9UeB5zpXTsu-portfolio_timeline_06.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-09/qn8FG9UeB5zpXTsu-portfolio_timeline_06.PNG) The **Copy** option allows a user to copy the application metadata to the **Upload - Confirm** step. [![portfolio_17.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/sc3X3RNR5FgQg3hk-portfolio_17.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/sc3X3RNR5FgQg3hk-portfolio_17.png) The option to delete the application is available under **Action** > Extended menu > **Delete**. Apptimized shows the following modal window: [![portfolio_18.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/gAovcSge7i0hacGB-portfolio_18.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/gAovcSge7i0hacGB-portfolio_18.png) The applications delete by clicking the **Delete** button. Apptimized shows the following notification when successful: [![portfolio_19.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/VN2NHweObjWGTysE-portfolio_19.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/VN2NHweObjWGTysE-portfolio_19.png) The pending uploads delete option is available under the **Delete pending uploads** button. A portfolio database can be downloaded as an Excel file by clicking the **Export to Excel** button. [![portfolio_20.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/GEomFzyaBYSS6UyM-portfolio_20.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/GEomFzyaBYSS6UyM-portfolio_20.png)