- Add items (projects, milestones, etc.) as rows into a table or create items one by one via item forms.
- Manage items information – add, update, delete – in collaboration with colleagues. Portfoleon stores a draft for each changed item and prevents overriding of your changes.
- Apply the changes and give a comment to the revision. Now in any point in time you can see when, by whom and what was changed.
- Choose a revision from history to travel back in time and see the overall picture as it looked at that moment.
Read more about working with baselines.