This procedure allows you to create a new portfolio. Once the new portfolio is created, it creates a log entry in the Portfolio Log tab.
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Navigate to Portfolio > Portfolio Setup.
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Click the Actions list, select Create Portfolio.
The Create Portfolio dialog box appears.
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Type a unique Portfolio Name.
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(Optional) Type a Comment.
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Click the Run button.
The Create Portfolio confirmation dialog box appears.
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Click the OK button.
A new portfolio appears in the Portfolio Planning Register panel.
To view the log entry, click the Log tab.