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View/edit information on the Portfolio Item Card

The portfolio item card shows relevant information on a portfolio item. Which information is shown is defined in the Portfolio Model. See Working with Models.

 

View/edit information on the Portfolio Item Card

Step 1. Navigate to the portfolio item card (e.g. in a portfolio, click the portfolio item name), to the tab Overview.

Step 2. Click pen-symbool02 to edit information on the portfolio item card. Which fields can be edited depend on your role and on the field configuration (as defined in the Portfolio Model. See Working with Models. Please note that fields marked with a * are required fields; pages with required fields can only be saved when those fields have been entered.

Step 3. Edit the information you want and click Save.

 

Note: It is also possible to edit information on portfolio items directly in the portfolio dashboard. See Working with views.