Copilot · Community sample

Portfolio Carryover Review

Review initiatives carried over between fiscal years, including their status, ownership, and carryover rationale.

Copilot componentReactSPFx 1.24.0
Portfolio Carryover Review component preview

The idea behind the sample

Portfolio Carryover Review helps IT portfolio managers review initiatives carried over from previous fiscal years. It provides a consolidated view of initiative status, ownership, reasons for carryover, and planned review dates. The sample uses mock data to demonstrate how portfolio carryover information can be explored directly in Microsoft Copilot.

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Start with the author's setup instructions, explore the implementation, and adapt the pattern to your environment. Sample code stays in its original repository, together with its requirements, license and contribution history.

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