Reverting a Portfolio
To revert a portfolio back to a prior revision:
- Right mouse click a portfolio from the Portfolio List view and select Revert Portfolio (screenshot). Or select a portfolio and then click Edit from the Main Menu Bar and select Revert Portfolio (screenshot).
- Click the arrow to the left of a portfolio name to display the available revisions (screenshot).
- Select the revision to be reverted. Review the Revision Change Details if necessary (screenshot).
- Click the Revert to Selected Revision button (screenshot).
- Click the Yes button to confirm reverting to the selected revision (screenshot).
- Click the Finish button to close the Portfolio Revisions window (screenshot).