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:
- In the object selector, select a portfolio.
- In the sidebar, select Summary & Settings.
- On the Summary & Settings menu, select Codes.
- Select Assign.
- In the Select Code dialog box, expand the code, and select the code value.
- Select OK.
- Select Save.
- In the Summary & Settings panel, select Close.
Last Published Monday, June 24, 2024