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