In this article:
Overview
The following article is a more detailed overview on the Configuration Screen Section. 
System
- Settings
Upon opening the settings section, the following screen is shown as below. You can configure General settings, KPI, RAR, Initiative, Reports and Investment Evaluation by clicking on the drop-down located on the right side of the screen.
- Password Policy
Edit and/or create the password policy of the portfolio by configuring the below options:
Note: If your password policy is weak, an alert will show suggesting you to add more policy requirements to strengthen your password policy - Unavailability
You can input dates and a reason for an unavailability of a portfolio. You can add more unavailable date intervals by clicking on the +Add button on the top corner of the right side of the screen.
- Theme
You can configure the preferred theme of the platform by selecting the color and logo options.
General
- Sequences
Click on this setting to add, delete or edit a sequence of a portfolio.
- Sequence Assignment
You can edit the sequence assignment in the following settings section by clicking the drop-down arrows on each field.
- Custom Targets
You can add, edit and delete a custom target and edit the color of that target in the Custom Target screen as below.
- Calendars
Select the type of calendar you would like to view in your portfolios. You can also add a calendar view by selecting the +Add button on the top-right corner of the screen.
- Periods
You can add, delete or configure the periods associated with the portfolio.
- Overview Types
In this settings section, you can edit the overview types, add it as an action or delete from the list.
- Power BI Reports
You can add or remove a Power BI dashboard associated with a portfolio in this setting section.
- User Availability
In this section, you can add or delete a user that is unavailable for the portfolio.