Portfolio planning

sudheermandala2
Tera Contributor

Hi,

when I'm trying to check the portfolio plans, i can able to view only "owned by me" and I'm not able to view "all"

Please refer the attached screenshots .

 

Thanks!

Sudheer

1 REPLY 1

Mark Manders
Mega Patron

With this limited information, there isn't much we can do. By default, if something isn't shared with you, you won't be able to see it. 

You don't share anything about your role, what/how your instance is configured. You need to provide more information if you want a different answer than: make sure it's shared with you.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark