Administrative Help

Editing a Portfolio Tab

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Administrators with the Portfolio Tabs permission can edit portfolio tabs.

To edit a portfolio tab:

  1. On the Administration Home page, under Portfolio Tabs, click Portfolio Tab List.
    The portfolio tabs List View displays.
  2. Edit the field(s) you want to change:
  3. To edit the name of a portfolio tab, double-click the Name.
  4. To edit the description, double-click the Description.
  5. To edit the workspace types associated with the portfolio tab, double-click the Workspace Types for the portfolio tab.