In This Article
Overview
This article is on the Portfolio Structure section. The Portfolio Structure settings are found 3bar menu located on the left-side of the screen (see screenshot below). Details on the screen are as follows:
Portfolio Structure
 | 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 structure level |
 | Icon: Icon associated with the Portfolio |
 | Dashboard: the associated dashboard of the portfolio. For more information on setting a default dashboard, see this article: Setting a Default Dashboard : Helpdesk |
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 | Overview: overview detail of the portfolio. Overview Types are set on the Portfolio Management section. |
 | Children: displays children objects associated with the portfolio. You can add children objects by clicking on +Add button. This opens up the Add child screen displayed as below: |
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| Enter the Code, Name, Owner, Type, Icon, Dashboard, Overview and the Parent portfolio associated with the child object. |
Next Steps
To view the details of the Configuration screen, please see the following article: Configuration Screen Section