portfolio settings
This screen mainly contains the fields from the portfolio creation form .
portfolio properties can be modified from this screen.
Rights required :
Here are the fields found in this screen:
Code Portfolios can be linked to hierarchies, if their structure link to the object portfolio is defined on Optional or Mandatory.
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Validates your changes. This may redirect you to the previous page on some screens.
Displays the list of changes made to this portfolio by all users.
Stocks are sorted from the most recent to the oldest date.
This button displays the list of projects in the portfolio.
Projects appear in a list with the Wordingthe Code and the Description
Attributes
Provides access to the list of portfolio attributes .svg)
portfolio to add it to portfolio.
It will also be possible to deselect attributes to remove them from the portfolio.
Validate the entry ofattribute
This button validates theattribute entry; no further entries will be permitted unless the entry is invalidated.
This button only appears if an attribute been added to portfolio has not yet been validated. The button appears to the right ofattribute.
This button allows you to invalidate theattribute entry, makingattribute editableattribute .
This button only appears if an attribute been added to portfolio has already been validated. The button appears to the right ofattribute.
