This page will explain how to manage the account's application portfolios.
Contents:
| Table of Contents |
|---|
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 will show upappears. This new screen is divided into three sections:
| Name | Description |
|---|---|
| Group of portfolios | The name of the portfolio group |
| Description | Description of the use of this portfolio group |
| Portfolios | This field allows you to enter new portfolio values in the textboxtext box. Click Add to create it. You can set identical values to for different portfolios. Once a value is added, Delete will appear to delete it if needed. |
Edit a portfolio
Open To add new values to a portfolio group or remove existing ones, open the drop-down menu on the right and select Edit to add new values to a portfolio group or remove existing ones .
Delete a portfolio
The Delete action allows you to delete a portfolio group.