Delete Portfolios

Portfolios may be deleted if they do not have any projects assigned to them. You can remove a project from a portfolio (switch to a different portfolio or move to the Default portfolio) through editing the project details.

To delete a Portfolio:

1. From the Admin tab, select Portfolios.
   
2. Identify the Portfolio for deletion. Click the down arrow on the right and click Delete.
   
3. A prompt will appear asking to confirm deletion. Click Ok to proceed.
   

Delete a Portfolio

The Default portfolio cannot be deleted.

• Related Articles

• Manage Portfolios Overview

  Portfolios are available in Professional and Enterprise Edition. They are managed by the Business Admin or Company Admin (role) to group related projects and/or programs. By aggregating the data, it is possible to compare projects, identify potential ...

• Delete Users

  To delete a Carve user: From the Admin tab, select Users. Click on the user from the Manage Users list. Click the Delete User button and select OK during the confirmation prompt. Delete User

• Edit Portfolios

  From the Admin tab, select Portfolios. Click on the portfolio to be edited. Fields available for editing include: Portfolio Name Portfolio Manager Portfolio Users Add User Access to the Portfolio

• Create Portfolios

  From the Admin tab, select Portfolios. Click the Create Portfolio button (top right-hand corner). Enter the following: Portfolio Name Portfolio Manager (optional) 4. Click Next. Portfolios are not restricted to a single PDRI template type. A ...

• Assign Users Access to Portfolios

  From the Admin tab, select Portfolios. Click on the name of the Portfolio that you would like to assign users to. Click in the Portfolio Users textbox and select the Carve users who should have access to this portfolio. If the name is not listed, go ...