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This page will explain how to manage the account's application portfolios.
|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 appears. This new screen is divided into three sections:
|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 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.