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The following table summarizes the actions that you can take on a Portfolio Properties document. The current document state and the permissions in your security role determine which actions are available to you at any given moment.
While in edit mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".
Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".
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From the Portfolio Properties document, you can… |
Preconditions |
New State |
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Activate Activate the portfolio. After a portfolio has been activated, you can add users to the portfolio, access it from the Portfolios work area, and create workspaces for the portfolio. |
The Portfolio Properties document is in Draft state. |
Active |