To view In Portfolios information for the query-based portfolio:
- On the In Portfolios tab of the Portfolio Wizard, view the following information:
- Every portfolio has a single home portfolio. The Home Portfolio field displays the name of the home portfolio of the new portfolio. By default, a portfolio inherits its security settings from its home portfolio.
- If the portfolio has been added to other portfolios, those portfolio names are displayed in the Others table.
- To change the default home portfolio, click Browse and select the desired portfolio.
- Alternatively, if the desired home portfolio name already appears in the Others table, you can simply select it and click Define as Home Portfolio. The selected portfolio becomes the item's home portfolio. The previously-defined home portfolio is listed in the Others table.
- Click Next to proceed to the next step of the New Portfolio Wizard, where you select a life cycle for the portfolio.