PURPOSE
This document shows how to amend and maintain portfolio group.
WHY IS THIS IMPORTANT?
This allows maintaining portfolio group name when changes are required.
PROCEDURE
1. Select Set Up > Risk > Portfolio.
2. Click Group. The Portfolio Group screen will be displayed.
3. Click the Edit button of the portfolio group to amend. In this example, Strategic Portfolio Group.
4. The Amend Portfolio Group screen will be displayed.
5. In this example, the short name, long name and description will be changed.
6. Click Save. The portfolio group is now amended.
FREQUENTLY ASKED QUESTIONS
RELATED INFORMATION
Create Portfolio Group and Assign Members
CHANGE HISTORY
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