To access the page, go to the drop-down menu on the top-right and select Application Management > Portfolio
Add a new portfolio
Click Add and a new pop-up window appears. This new screen is divided into three sections:
Group of portfolios
The name of the portfolio group
Description of the use of this portfolio group
This field allows you to enter new portfolio values in the text box. Click Add to create it. You can set identical values for different portfolios. Once a value is added, Delete will appear to delete it if needed.
Edit a portfolio
To add new values to a portfolio group or remove existing ones, open the drop-down menu on the right and select Edit .
Delete a portfolio
The Delete action allows you to delete a portfolio group.