Creating a Portfolio with the Portfolio Wizard

To create a new portfolio with the Portfolio Wizard.

1. From the Setup drop-down list, select Portfolios.

   The Setup module appears. In the Setup module, the Navigation Pane shows the Items and Portfolios hierarchy.

2. In the Navigation Pane, select the portfolio to which you want to add the new portfolio.
3. From the New drop-down list, select Portfolio of Items to create a portfolio that can only contain items, or select Portfolio of Portfolios to create a portfolio that can only contain other portfolios.

   The Portfolio Wizard appears.

4. In each tab of the Portfolio Wizard, add and edit information for the portfolio.