Access

  • Open the panel to view an existing portfolio or to make changes to it
    • By clicking on the ID of the requested portfolio in various modules (e.g. Portfolios).
  • Open the panel for the creation of a new portfolio.

Notes

  • The Portfolio Panel contains editing modules and information concerning the selected portfolio.
  • Whether the panel can be opened for the purpose of creating a new portfolio and whether portfolio data can be edited or only viewed, depends on the Rights of the user.

Modules of the panel