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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 ...
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 ...
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 ...
Edit Users
User details can be updated at any time from the Users page in the Admin tab. To edit a user: From the Admin tab, select Users. Select the user from the Users list. Update the required information. The following user information can be edited: Email ...
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 ...