Create, move or archive a Portfolio

Top  Previous  Next

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 plus-teken02, a dialogue box appears.

Step 3. Fill in the dialogue and click OK.

Create a portfolio dialog

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.

dialog box move ap portfolio

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.

pop up archive a portfolio

Dialogue box archive a portfolio