Selecting a portfolio as the Home Portfolio field

To select a portfolio as the Home Portfolio 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 in the Home Portfolio field. The Select a Portfolio pop-up window appears.
4. Select the home portfolio for the item from the Select a Portfolio pop-up window.

   Note:

   Pop-up list 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.

5. From the toolbar, click Save.