Editing Portfolio Properties

Product Managers can edit a portfolio's properties.

Before you begin: Access the Properties page for a portfolio. For details, see Portfolio Properties Page.
See Also
Creating a Portfolio
Portfolio Contents Page
  1. From the page toolbar, click Edit Details .
  2. Edit these details:

    Field NameDescription
    NameType the name of the portfolio.
    Type Click to change the portfolio type. This is not required if your company did not define subtypes of portfolio.
    DescriptionType details about the portfolio.
    OwnerClick to select a different person to be responsible for the portfolio.

  3. Click Done.