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: | |
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: | |
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