General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Reverting a Portfolio

To revert a portfolio back to a prior revision:

  1. 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).
  2. Click the arrow to the left of a portfolio name to display the available revisions (screenshot).
  3. Select the revision to be reverted. Review the Revision Change Details if necessary (screenshot).
  4. Click the Revert to Selected Revision button (screenshot).
  5. Click the Yes button to confirm reverting to the selected revision (screenshot).
  6. Click the Finish button to close the Portfolio Revisions window (screenshot).
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