Guides

Editing Portfolio information

To edit the information of a Portfolio, follow these steps.

Suggest Edits
  1. Navigate to the Portfolios tab on the Ledger information page, find the Product that you want to edit, click the three dots ( ) from the Actions column, and select Edit (figure 1).
Figure 1. The option to edit a portfolio on the Actions menu.

Figure 1. The option to edit a portfolio on the Actions menu.


  1. The Edit Portfolio form will open on the right side of the screen.
  2. Edit the information as needed and click Save.
    1. You can only edit the name of the portfolio and the metadata information.

Updated 22 days ago