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Create, move or archive a Portfolio |
Create a portfolio (Note: option available depending on your role) Step 1. Navigate to the tab Portfolio Management. Step 2. In the section Portfolios, click Step 3. Fill in the dialogue and click OK. Dialogue box create a portfolio Step 1. Navigate to the tab Portfolio Management. Step 2. In the section Portfolios, select a portfolio row and click Move, a dialogue box appears. Step 3. In the dialogue box, select the Organisational Unit and the folder and click OK. Dialogue box move a portfolio
Archive a portfolio (Note: option available depending on your role) Step 1. Navigate to the tab Portfolio Management. Step 2. In the section Portfolios, select a portfolio row and click Archive, a pop-up appears. Step 3. In the pop-up click Archive, the portfolio is now moved to the tab Archive. Dialogue box archive a portfolio |