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 a portfolio.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, 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.
  8. In the Summary & Settings panel, select Close.