General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Editing a Portfolio

To edit a portfolio:

  1. Right mouse click a portfolio from the Portfolio List view and select Edit Portfolio to open the portfolio edit wizard (screenshot). Or select a portfolio and then click Edit from the Main Menu Bar and select Portfolio (screenshot).
  2. Refer to either the Building a New VPM Classic Portfolio or Building a New vDAS Portfolio section for the remaining steps depending on what type of portfolio is being edited.
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