Delete Portfolios

Delete Portfolios

Portfolios may be deleted if they do not have any projects or events assigned to them. You can remove a project or event from a portfolio (switch to a different portfolio or move to the Default portfolio) through editing the project details *enter link to edit events article once created. 

To delete a Portfolio:
  1. From the Admin tab, select Portfolios.
  2. Identify the Portfolio for deletion. Click on the portfolio name, then click Delete.
  3. A prompt will appear asking to confirm deletion. Click Ok to proceed.


Notes
The Default portfolio cannot be deleted.


    • Related Articles

    • 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
    • Create Portfolios

      To create a new portfolio: From the Admin tab, select Portfolios. Click the Create Portfolio button (top right-hand corner). Enter the following information: Portfolio Name Portfolio Manager (optional) Assign Projects to the Portfolio by dragging ...
    • Access to Portfolios

      Portfolio access is managed from the Users page in the Admin tab. From the Admin tab, select Users. Select the user from the Manage Users list. Click on the Portfolios field. To grant access: Select one or more portfolios from the drop-down list. To ...
    • 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 ...