To select an item's home portfolio and specify whether it should be included in other portfolios:
- On the In Portfolios tab of the Item Wizard, view the following information:
- Home Portfolio: Displays the name of the home portfolio of the item. By default, the item inherits its security settings from its home portfolio.
- Others: If the items is used in other portfolios, those portfolios are listed in this table.
- To change the home portfolio of the item, complete one of the following steps:
- Select Browse and choose a portfolio.
- If the desired home portfolio is listed in the Others table, select it and then select Define as Home Portfolio. The original home portfolio is now listed in the Others table.
- To add the item to other portfolios, select Add.
In the Portfolios dialog box, select the portfolio or portfolios to which you want to add the item and then select OK.
To select multiple portfolios, hold down the Shift or Ctrl key on your keyboard as you select additional portfolios.
- Select Next to proceed to the next tab of the wizard, or select Finish to save the item and exit the wizard.