Rename Portfolio - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

Language
English
Product
EcoSys
Subproduct
Portfolio
Search by Category
Help
EcoSys Standard Version
4.11

This procedure allows you to rename an existing portfolio name. Once the sub-portfolio is closed, it creates a log entry in the Portfolio Log panel.

  1. Navigate to Portfolio > Portfolio Setup.

  2. Click the Actions list and select Rename Portfolio.

  3. Click the Portfolio ellipsis to select the required portfolio.

    The Portfolio displayed in the tool bar at the top of the screen is the only portfolio available for the selection in the Rename Portfolio dialog box.

  4. Type a required new portfolio name in the New Portfolio Name box.

  5. (Optional) Type a Comment.

  6. Click the Run button. The Rename Portfolio confirmation dialog box appears.

  7. Click the OK button. In the Portfolio Planning Register panel, view the new portfolio or sub-portfolio name.

    To view the record, click the Log tab.