View/edit information on the Portfolio Item Card

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The portfolio item card shows relevant information on a portfolio item. Which information is shown is defined in the Portfolio Model. See Working with Models.

 

View/edit information on the Portfolio Item Card

Step 1. Navigate to the portfolio item card (e.g. in a portfolio, click the portfolio item name), to the tab Overview.

Step 2. Click pen-symbool02 to edit information on the portfolio item card.

Note: which fields can be edited depends on your role and on the field configuration (as defined in the Portfolio Model. See Working with Models.).

Note: field marked with a * are required fields. Pages with required fields can only be saved when those fields have been entered.

Step 3. Edit the information you want and click Save.

 

Note: It is also possible to edit information on portfolio items directly in the portfolio dashboard. See Working with views.