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Manage Portfolios Overview
Portfolios are available in Professional and Enterprise edition companies to manage user security and organize projects. Carve Admin users should setup portfolios to mirror the structure of the company's current capital program and assign users to ...
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 ...
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
Assign User 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 ...