Hi Keri,
Checking the attributes of the Portfolio, and none of them appears to be useful for that purpose.
Checking in the old communities it seems there were a couple of ideas in the past asking for a possibility to do so:
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Master Project, Program, Portfolio Contents History
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communities.ca.com/ideas/103044871
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...easily review the history of the contents management updates of a Master Project, Program or Portfolio … 1) User wishes to review the history of content add/removes for a Portfolio …
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Audit Filter Definitions on Portfolios.
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communities.ca.com/ideas/105041296
...is the number one question when troubleshooting portfolio content issues … ability to add Filter Definitions to the Portfolio Object Audit Trail How would you like the product …
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We can no longer access those ideas and its contents, but seems nothing was changed.
You might want to raise a new idea on that and see if that gets voted and considered for future releases.
Cheers,
Raúl
Original Message:
Sent: 05-23-2019 12:02 PM
From: Keri Taylor
Subject: Q: How do I audit portfolio investments within the Portfolio?
Hello All, Hope I am not just being blind, maybe I just need to be reminded...
I want to be able to audit the individual investments within the portfolio. Meaning, when someone adds an investment or removes an investment from the portfolio. I can't seem to find where to add that to the audit list? Any help provided is welcomed.
Thanks,
Keri