Adding a portfolio to the Other Portfolios field

To add a portfolio to the Other Portfolios field:

1. Select the form in which you wish to enter data. For instructions, refer to Displaying a Form.
2. Click the name of the tab you want to display.
3. Click next to the Other Portfolios field. The Select a Portfolio pop-up window appeSelect a parent portfolio for the item.

   Note:

   Portfolio names that appear faded in the Select a Portfolio pop-up window cannot be selected. These are either portfolios you cannot access due to security permission, or Query Based Portfolios to which items or portfolios belong only if they meet pre-specified criteria.

4. From the toolbar, click Save.