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This page will explain how to manage the account's application portfolios.
Contents:
Table of Contents |
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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 will show up. This new screen is divided into three sections:
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Name | Description |
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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 textbox. Click |
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Add to create it. You can set identical values to 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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Open the drop-down menu on the right and select Edit to add new values to a portfolio group or remove existing ones
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Delete a portfolio
The Delete action allows you to delete a portfolio group.