This version is superseded. Click here to view the latest guide.
This document shows how to delete portfolio group.
WHY IS THIS IMPORTANT?
This allows unused portfolio groups to be removed from the system.
1. Select Set Up > Risk > Portfolio.
2. Click Group. The Portfolio Group screen will be displayed.
3. Tick the checkbox beside the short name of the group to be deleted.
4. Click Delete Group. A pop up will appear, click OK.
FREQUENTLY ASKED QUESTIONS
Create Portfolio Group and Assign Members