Add, Edit or Delete Portfolio

Add Portfolio

To add Portfolio,

1. Click on Add Portfolio button

2. Fill in Protfolio name such as Business Value, Size etc.

3. Click on Save Button.

Edit Portfolio

To edit an existing Portfolio,

1. Go to Action Menu of the portfolio you want to edit.

2. Click on Edit option.

3. Do the required edits and changes.

Delete Portfolio

To Delete Portfolio,

1. If you want to delete an existing portfolio got to Action Menu and click on Delete.

2. Before deleting a portfolio, the system will ask for confirmation.