Is anyone using Portfolio and would be willing to chat with me and potentially some of my team members about how you are utilizing it?
Or if you decided to use a different add-on then portfolio, why did you choose that one?
We are using Portfolio at Truckstop and while I know a bit about it, I'm not in there on a daily basis. We have several teams that use it for planning and reporting--I can check with them to try and get a better feel how they are using it exactly.
