The following operations are available for this resource.
| Http Verb | Operation | ||
|---|---|---|---|
| GET | Method: Get, URL: Finance/Portfolios?constituentId={constituentId}&primaryOnly={primaryOnly}&statusIds={statusIds}&workerRoleIds={workerRoleIds}&page={page}&pageSize={pageSize}&portfolioCustomColumns={portfolioCustomColumns}&planCustomColumns={planCustomColumns} | Test | |
|
Get portfolio for a constituent. |
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| GET | Method: GetPortfolioEntry, URL: Finance/Portfolios/Entries?planId={planId} | Test | |
|
Get details of a portfolio entry for a plan. |
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