{"id":913,"date":"2016-09-21T15:41:43","date_gmt":"2016-09-21T03:41:56","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=913"},"modified":"2020-12-07T10:43:57","modified_gmt":"2020-12-06T21:43:57","slug":"a832","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a832\/","title":{"rendered":"Edit portfolio form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the portfolio view page<\/a> \"Edit<\/a>edit button in the top header area, as shown in Figure 1. Alternatively, the edit 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 edit button<\/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 edit an existing portfolio<\/a>.\r\n

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Figure 3 – Edit portfolio form<\/strong><\/p>\r\n

In Figure 3 above, the form has been broken down into three sections:<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Section 1<\/th>\r\nThis section contains a selection of important top fields:\r\nOrganisation:<\/strong> This read-only field shows which organisation you are this portfolio belongs to.\r\nPortfolio:<\/strong> This read-only field is only available if you are editing another portfolio in a hierarchy of portfolios, and shows the name of the parent portfolio of the one currently being edited, in our example the portfolio is being edited under the organisation level so we do not have this field in our form.\r\nName*:<\/strong> This is a mandatory field where the unique portfolio name can be edited.\r\nAdd more<\/strong>: Set this checkbox if you’d like to keep the form open and add more portfolios.<\/td>\r\n<\/tr>\r\n
Section 2<\/th>\r\nThese are the tabs that you can cycle through to edit each section of the portfolio.When you navigate to a new tabbed view in this popup, any information entered in Section 3 from the previous tabbed view will be saved. This means you do not need to click on any buttons to save each tab, but can instead click on the Add<\/strong> button at the bottom of the popup when you wish to add your new portfolio with the set details.<\/td>\r\n<\/tr>\r\n
Section 3<\/th>\r\nThis information will change as you cycle through the tabs shown in Section 2, and the available fields will change accordingly. A breakdown of the field information for each tab is provided below.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

Tab breakdown<\/h4>\r\nThe following information provides a breakdown of each of the tabbed views that may be available for you to set the organisation’s details under each section.\r\n

\"Portfolio<\/a>Details<\/h4>\r\nHere you will be provided with a Description<\/strong> field where a description of the portfolio can be entered.\r\n\r\nFrom this tabbed view, you may also select the Archived <\/strong>checkbox to archive this portfolio.\r\n

\"Indicators<\/a>Weightings<\/h4>\r\nThis tabbed view is where you can set the weighting for this portfolio for each of the indicators. If you are adding a sub-portfolio then it will default to the indicator weightings from its parent portfolio.\r\n

\"Indicators<\/a>Indicators<\/h4>\r\nNote: This tab will only be visible if you have indicators defined for your organisation, and those indicators have Portfolios<\/strong> listed as an associated class.\r\n\r\nHere you can assign the indicator values from the drop-down list of each indicator.\r\n\r\n \r\n\r\nOnce you are happy with your entries click the Update portfolio<\/strong> button at the bottom of the form. This will update the portfolio with the details that you supplied.\r\n\r\nClick the Cancel<\/strong> button if you no longer want to update the portfolio.<\/div>\r\n

Related topics<\/h4>\r\n