In the Portfolio Management window (see Working in the Portfolio Management Window) you can:
View the portfolios in each folder by clicking the folder name in the Folders area.
Create new folders by clicking the New Folders button.
Rename folders and portfolios by selecting the relevant folder or portfolio and then clicking the Rename button.
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You cannot rename the default folders. That is, My Portfolios, Public Portfolios, Public Templates and Public Structures Templates. |
Delete a folder or portfolio by selecting the relevant item and then clicking the Delete button.
Move portfolios from one folder to another using the Cut and Paste buttons.
Copy portfolios from one folder to another using the Copy and Paste buttons.
Share portfolios by moving them into the Public Portfolios folder. See Sharing Portfolios with Other Users.
Open a portfolio in the Portfolio page. See Opening a Portfolio from the Portfolio Management Window.
Manage the portfolios in the Structure Catalog. See Working With the Structure Catalog.