Update a portfolio
Steps to update a portfolio.
Procedure
To update an existing portfolio:
-
Select the check box
for each treaty in the
Master List you wish to include in this portfolio (or click
Select All in the column heading row).
- Click Add to Portfolio; the selected treaties will display in the Included Treaties list (bottom of pane).
-
To remove items from the portfolio, select the check box for one or more treaties in the
Portfolio pane then click Remove from
Portfolio.
-
If interested, click
in the first column header to
bring up the Column chooser
and manage which columns will display and in what order. Your
selections are remembered from session to session.
-
To save the updated portfolio click
.
Results
Note:
Notifications of portfolio updates are not sent to other users of the same portfolio.