To create a new portfolio with the Portfolio Wizard.
- From the Setup drop-down list, select Portfolios.
The Setup module appears. In the Setup module, the Navigation Pane shows the Items and Portfolios hierarchy.
- In the Navigation Pane, select the portfolio to which you want to add the new portfolio.
- From the New drop-down list, select Portfolio of Items to create a portfolio that can only contain items, or select Portfolio of Portfolios to create a portfolio that can only contain other portfolios.
The Portfolio Wizard appears.
- In each tab of the Portfolio Wizard, add and edit information for the portfolio.