In this article:
Overview
This article is on the Portfolio Configuration screen. The Configuration settings are found on the Portfolio tab (see screenshot below). Details on the screen are as follows:
Configuration Details Screen
 | Name: Name of Portfolio |
 | Owner: Owner of the site |
 | Country: Country associated with the Portfolio. You can change the country by selecting the drop-down arrow and selecting the preferred country. |
 | Region: Region associated with the Portfolio. You can change the region by selecting the drop-down arrow and selecting the preferred region. |
 | Type: Type of Portfolio |
 | Icon: Icon associated with the Portfolio |
 | Dashboard: the associated dashboard of the portfolio. Please see the info note below on dashboard display: |
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 | Overview: overview detail of the portfolio |
 | Children: children objects (sub-portfolios) associated with the portfolio. You can add children objects by clicking on +Add button. This opens up the Add child dialogue box as below: |
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| Enter the Code, Name, Owner, Type, Icon, Dashboard, Overview and the Parent portfolio associated with the child object. |
Configuration Screen
The Configuration screen is divided into 2 categories, the System and General section. Details on the screen can be found on the following Next Steps article:
Next Steps:
To view the details of the Configuration screen, please see the following article: Configuration Screen Section