Assign a Code to a Portfolio

Assign codes to portfolios to help track portfolios based on attributes they share. When managing a large number of portfolios, portfolio codes enable you to filter and group information across the organization.

To assign a code to a portfolio:

  1. In the object selector, select Portfolio.
  2. In the object selector, beside a portfolio name, select , and then select View Summary & Settings.
  3. On the Summary & Settings page, select Codes.
  4. Select Assign.
  5. In the Select Code dialog box, expand the code, and select the code value.
  6. Select OK.
  7. Select Save.

Last Published Monday, May 19, 2025