Create a portfolio (Note: option available depending on your role)
Step 1. Navigate to the tab Portfolio Management.
Step 2. In the section Portfolios, click 
, a dialogue box appears.
Step 3. Fill in the dialogue and click OK.
Dialogue box create a portfolio
Move a portfolio (Note: option available depending on your role)
Step 1. Navigate to the tab Portfolio Management.
Step 2. In the section Portfolios, select a portfolio row and click Move, a dialogue box appears.
Step 3. In the dialogue box, select the Organisational Unit and the folder and click OK.
Dialogue box move a portfolio
Archive a portfolio (Note: option available depending on your role)
Step 1. Navigate to the tab Portfolio Management.
Step 2. In the section Portfolios, select a portfolio row and click Archive, a pop-up appears.
Step 3. In the pop-up click Archive, the portfolio is now moved to the tab Archive.
Dialogue box archive a portfolio