Delete Portfolio Group (W5)

This version is superseded. Click here to view the latest guide.

PURPOSE

This document shows how to delete portfolio group.

WHY IS THIS IMPORTANT?

This allows unused portfolio groups to be removed from the system.

PROCEDURE

1. Select Set Up > Risk > Portfolio.

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2. Click Group. The Portfolio Group screen will be displayed.

3. Tick the checkbox beside the short name of the group to be deleted.

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4. Click Delete Group.  A pop up will appear, click OK.

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FREQUENTLY ASKED QUESTIONS

 

RELATED INFORMATION

Create Portfolio Group and Assign Members

Amend Portfolio Group

Duplicate Portfolio Group

CHANGE HISTORY

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