portfolio management

kiran kumar m1
Tera Contributor

‎11-01-2023 05:20 AM

How to connect data in vendor workspace to digital portfolio management ?

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Community Alums
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‎11-01-2023 09:21 PM

Hi @kiran kumar m1 ,

digital portfolio management  uses it's own workspace where you can see everything with regards to a particular portfolio, whereas, Vendor workspace is a different workspace. There is no connection , both uses it's own attributes.

Learn more :https://www.youtube.com/watch?v=IpvjUgCh_M8