Editing Portfolio Properties

This task shows you how to edit a portfolio's properties. Product Managers can make changes to the basic details and attributes for a portfolio. The Edit Details page can be accessed from the portfolio Properties page.

Before you begin: Access the Properties page for a portfolio. For details, see Viewing Portfolio Properties.
Related Topics
About Portfolios
Creating a Portfolio
Viewing Portfolio Contents

  1. From the page Actions menu or page toolbar, click Edit Details.



  2. Make modifications, as necessary. The following can be changed:

    Name. Type a new name for the portfolio.

    Type. Click to select the portfolio type.

    Description. You can add details to the description or replace the existing description.

    Owner. Click to assign a different owner. By default, the owner is the person who created the portfolio.

  3. Click Done.