{"id":1799,"date":"2016-09-21T16:24:43","date_gmt":"2016-09-21T04:24:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=1799"},"modified":"2023-08-24T01:23:46","modified_gmt":"2023-08-24T01:23:46","slug":"a835","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a835\/","title":{"rendered":"Move portfolio form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the portfolio view page<\/a> \"Options<\/a>options menu in the top header area, as shown in Figure 1. Alternatively, the move popup can be accessed via the \"Actions<\/a>actions column menu<\/strong> of the Portfolios<\/strong> tab at the organisation view page<\/a> level, as shown in Figure 2.\r\n

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Figure 1 – Access via options menu<\/strong><\/p>\r\n

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Figure 2 – Access via portfolio tab\r\n<\/strong><\/p>\r\nThis popup is shown in Figure 3 and is used to move an existing portfolio<\/a> under a new parent organisation or portfolio.\r\n

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Figure 3 – Move portfolio form<\/strong><\/p>\r\nUse the tree navigation layout to select the new parent portfolio or organisation. You can show or hide levels or sub-levels by clicking on the \"expand<\/a>expand or \"collapse<\/a>collapse icons.\r\n\r\nSelect the name of your desired parent portfolio or organisation and if you are happy with the selection click on the “Move<\/strong>” button at the bottom of the form.\r\n\r\nNote: names with a\u00a0\"pink<\/a> cannot be selected.\r\n\r\nIf you do not want to move this portfolio anymore then you can click on the “Cancel” button to close the form.<\/div>\r\n

Related topics<\/h4>\r\n