9.4.2 Editing Portfolios

You can edit an object based on the following criteria:

• If you edit an approved object, then a new version of the object is created and the changes are reflected on the new version.
• You cannot edit an object if it is in any other state other than draft state.

  Note:

  However, editing an object that is approved creates a new version of the object.

Note:

You cannot change the name of a portfolio after it is created.

To edit a portfolio:

1. Login to STSA.
   The Workspace Summary page is displayed.
2. In the Workspace Summary, Sandbox tab, launch the required workspace.
3. Click Building Blocks and click View in the Portfolio section.
   The Portfolio summary page is displayed.
4. To modify a portfolio, click Actions and then click Edit against the portfolio.
   The portfolio definition screen is displayed.
5. You can update the description, add or remove dimensions and the hierarchies.

   You can edit the name of an object only for the first version and if it is in draft state.

   To add any comments associated to the portfolio, click the Comments tab.

   To add any tags associated to the portfolio, click the Tags tab.

   Review the changes and click Save.

   This action automatically creates an incremental version of the portfolio and the changes made to the existing portfolio is saved in the incremented version.

6. To return to the summary page, click Portfolio Summary or the Cancel button.