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This page will explain how to manage the account's application portfolios. 

Table of Contents

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Contents:

Table of Contents

To access the page, go to the drop-down menu on the top-right and select Application Management > Portfolio

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Add a new portfolio

Click

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Add and a new pop-up window

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appears. This new screen is divided into three sections:

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NameDescription
Group of portfolios

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The name of the

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portfolio group

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Description

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Description of the use

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of this portfolio group

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Portfolios

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This field

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allows you to enter new portfolio values in the

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text box. Click

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Add to create it. You can set identical values

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for different portfolios.

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Once a value is added, Delete will appear to delete it if needed.

 

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Edit a portfolio

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To add new values to a portfolio group or remove existing ones

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, open the drop-down menu on the right and select Edit .

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Delete a portfolio

The Delete action allows you to delete a portfolio group.