Portfolio

Create and customize field labels, and create codes to assign to portfolios.

Field Labels

Access a Standard Field Description

Change the Localization of a Standard Field Label

Configured Fields

Add a Portfolio Field

Add a Formula-Based Configured Field: Example

Update the Owning Workspace of a Configured Field

Change the Localization of a Configured Field Label

Codes

Add a Value to a Code

Update the Owning Workspace of a Code

Last Published Monday, May 19, 2025