Editing and Deleting Portfolios
To edit a portfolio
- Click the yourPortfolios navigation icon.
- Double-click the portfolio you want to edit, or select it and choose Actions > Open.
- Make your edits. If you find that you cannot edit any of the fields, then you only have View permission for the portfolio.
- Click Save.
To delete a portfolio
Note that you must be in List or Tree view to delete a portfolio (can't delete from the chart view). Note also that you cannot delete a portfolio that has children. Do delete the parent, you must select a different parent (or no parent) from the child portfolios' Parent Portfolio field on their Details tabs.
- Click the yourPortfolios navigation icon.
- Select the title of the portfolio that you would like to delete and choose Actions > Delete or right-click and select Delete from the context menu. If you do not have a Delete menu item then you do not have permission to delete the portfolio. Contact your PPM Pro administrator if you think your permissions are not correct.
- Confirm the delete.