Entering Portfolio Life Cycle Information

To select a life cycle for the portfolio:

  1. On the Life Cycle tab of the Portfolio Wizard, from the Life Cycle list, select the life cycle for the portfolio.

    The phases of the life cycle are shown in the Phases area, and the description of the life cycle is shown in the Description area.

    One of the options in the Life Cycle list is New Life Cycle. Select this option to access the New Life Cycle Wizard. For more information on using the New Life Cycle Wizard, refer to Adding Life Cycle Phases.

  2. Select Next to proceed to the next tab of the wizard, or select Finish to save the portfolio and exit the wizard.

Related Topics

Creating and Editing Portfolios

Creating a Portfolio with the Portfolio Wizard

Entering General Portfolio Information

Manually Entering Items and Portfolios

Using a Query to Enter Items and Portfolios

Viewing and Editing In Portfolios Information

Defining Security Permissions

Selecting Portfolios



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Last Published Thursday, December 10, 2020