​​​Projects and Portfolios can be accessed either from the Project Manager persona or the Projects & Portfolios option in the launchpad. In this article, we will explore how to access projects and portfolios in Sprinklr.

To Access Project Manager Persona

1. Open a new tab and go to Sprinklr Marketing > Marketing > Project Manager.

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2. You will be directed to the Portfolios window where you can view and create portfolios and add projects to them. To learn more about portfolios and how to use them, read our article on What is a Portfolio?

   

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To Access Projects & Portfolios

1. Open a new tab and go to Sprinklr Marketing > Marketing > Projects & Portfolios.

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2. You will be directed to the Portfolios screen where you can view and create Portfolios and add Projects to them. To learn more about Portfolios and how to use them, read our article on What is a Portfolio?

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