Configure Portfolios
You can configure the portfolio list using the Manage Portfolios task through the panel drawer in the Innovation Management work area.
To create portfolios:
- Log in to the Concept Design work area.
- Click Tasks from the panel drawer.
- Click Manage Portfolios.
- From the Standard Lookup Type, select a Lookup Type row on the Manage Portfolio Lookups page.
- From the Actions menu, click New to add a portfolio.
- Enter values in the following fields:
- Lookup Code
- Display Sequence
- Meaning
- Description
- Tag
- Lookup values descriptive flexfields.
- The Start Date and End Date fields appear automatically.
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The Enabled check box is enabled by default.
- Click Save.