Portfolio Properties Page

The Properties page shows details about the portfolio.

To access this page:

  1. Open the portfolio. See Opening a Portfolio.
  2. In the navigation pane, click the portfolio's name .

This topic describes:

This page discusses:

Fields

Field NameDescription
NameThe name of the portfolio.
TypeThe type of business object, either Portfolio, or a subtype if your company created custom subtypes.
DescriptionThe detailed description of the portfolio.
OwnerThe person responsible for the portfolio.
Item CountThe number of objects contained in the portfolio.
VaultThe vault where documents related to the portfolio are stored.

Actions/Toolbar Commands

ActionDescriptionFor More Information
Edit Details Edits the properties shown on this page.Editing Portfolio Properties