Open topic with left hand navigation

Editing Portfolio Properties

While the portfolio is in Draft state, you can only edit the portfolio properties in the Organization work area. Once the portfolio is in the Active state, you can only edit workspace details from the Portfolios work area. For more information on workflow states, see "Portfolio Properties Workflow States".

To edit portfolio properties, your security role must have permission to update portfolio properties. For more information, see "About Security Permissions".

To edit portfolio properties

  1. Open the Portfolio Properties register in the appropriate work area.
  2. In the Portfolios Work Area, select the Portfolio Properties document.

    3. — or —

    In the Organization Work Area, under the Number column, click the number for the portfolio you wish to edit.

  3. Click Edit.
  4. Make the necessary edits. Please refer to the following for more information on the fields for each page:

    5. Headings marked with an asterisk (*) are required. All other headings are optional.

  5. Click Save.

    6. Proliance saves the changes.

  6. Click Exit Edit Mode when you are finished editing.

    7. What can I do now?