The Portfolio pop-up list includes an All tab and a Search tab. In the All tab, portfolios are organized in a hierarchy. In the Search tab enter letters that appear in the name of the portfolio you are looking for.
A single folder indicates a portfolio of items 
and layered folders indicate a portfolio of portfolios 
. Portfolios are displayed with icons indicating an open or closed status. For more information on status icons, refer to Working with Items in Working with Investor Maps.
You can resize the Portfolio pop-up list to view longer portfolio names. In addition, you can use the vertical scroll bar to move up and down in the folder hierarchy.
To access the Select a Portfolio pop-up window:
- In the Portfolio field on the Title area, click the drop-down list. The Portfolio pop-up list is displayed.
- Select a portfolio from the pop-up list.
Or
Select a portfolio from the list of recently viewed portfolios at the top of the pop-up list. The selected portfolio is displayed in the Scorecard.