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home/Academy/Portfolio/How to delete a portfolio
Popular Search:Getting Started, Configuration

How to delete a portfolio

30 views 0 31 januari 2019 Updated on 31 January 2019 jbrouckaert

If you have a portfolio role, you can delete a portfolio. Deleting a portfolio is only possible if the you have unlinked all projects that are part of it. To unlink projects from a portfolio, check the FAQ How to unlink a project from a portfolio

  • Go to the Portfolio menu.
  • Select the portfolio that you want to delete.
  • Click the button “Delete” on top of the screen
  • A new screen opens which will ask for your confirmation.
  • After confirming, the portfolio is deleted.

 

  • Open the “More Info” section and check if there are mandatory fields that need to be entered.
  • Click “Save”. A new portfolio has now been created.
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  • How to manage portfolio financials
  • How to unlink a project from a portfolio
  • How to link a project to a portfolio

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Portfolio
  • How to delete a portfolio
  • How to make a portfolio private
  • How to give a user access to a specific portfolio
  • How to manage segmentation on portfolio level
  • How to manage portfolio financials
  • How to unlink a project from a portfolio
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Popular Search:Getting Started, Configuration