In this article:
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.
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:
To view the details of the Configuration screen, please see the following article: Configuration Screen Section