Editing a portfolio

You can make changes to an existing portfolio from the Portfolio screen.

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Setup > Corporate > Portfolio.
   The Portfolio screen appears.

3. In the table, edit the name, code, or whether the brand appears in reports.

   Click here for field descriptions.

   
   

   Fields on the Portfolio screen

   Field	Description	Notes
   Audits	View a history of changes to the screen.
   Add Row	Create a new row.
   Search	Type your search criteria in the field. The table automatically updates to meet the search criteria.
   Code	A unique identifier provided by your organization.
   Name	Name of the portfolio.
   Exclude from corporate reports	If selected, this portfolio will not appear in reports.
   Conflict	Indicates that the new row cannot be saved because a required field is empty or contains a duplicate entry.	This icon appears only if you are adding or editing a row.
   Delete	Removes the row from the table.
   Clone	Creates a copy of the row.

   Your changes are saved automatically.
   For more information, see Portfolio.