How do I Update a Portfolio?
Portfolio's are maintained under the Catalogues. The option to Update a Portfolio is only available to users of authorisation level Administration.
Catalogues
Select the Catalogues domain from the menu on the left hand side of the application. This will present you with a suite of Catalogue options.
Click on the Portfolios - Services section of the Catalogues. This will take you to the Portfolios - Services screen.
Portfolios
The list of Portfolios contains existing Portfolios within ICEFLO.
Update Portfolio
To update the Portfolio details either click on the Edit button then into the field you wish to edit or double click into the specific field. Make your changes then click Save.
The Portfolio will be updated and listed on the Portfolio screen.
