Portfolio View Save As Dialog Box

Overview

Use this dialog box to save the current portfolio view as a new portfolio view.

Screen Elements

Title field

The name of the portfolio view. The title can contain up to 255 characters, and it does not have to be unique.

A visual indicator appears before the title to help you identify the type of view and determine whether it is available to just you or shared globally by all users. For example, you might see the user histogram icon for a personal histogram called Spending for My Projects, and the global histogram icon for a shared histogram called Spending for All Projects.

Save the portfolio view as a options

Determines how to save the portfolio.

This portfolio view is available to options

The value indicating who can access the portfolio view.

Current User: Enables you to access the portfolio view.

All Users: Enables all users to access the portfolio view.

Another User: Enables only the users you specify to access the portfolio view.

Getting Here

Click Portfolios.
On the Portfolios navigation bar, click Portfolio Analysis.
On the Portfolio Analysis page, click Save As.

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