Setup Module Overview

In the Setup module, you can access wizards that you use to create and edit the components that you manage in the application. The Setup module also enables you to create and manage folders and portfolios that form the hierarchical libraries, or hierarchies, that store these components.

Related Topics

Components

Accessing the Setup Module

Working with the Setup Module

Components Overview

Items

Portfolios

Query-Based Portfolios

Investor Maps

Scorecards

Tabs

Forms

Dashboards

Versions

Tables

Graphs

Color Templates

Categories

Value Lists

Life Cycles & Phases

Filters

Advanced Searches

Users

User Groups

Processes

Workflows

Alerts



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Last Published Thursday, December 10, 2020