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Delete a Portfolio

Step-by-step instructions: How do I delete a Portfolio I own?
Updated 2 days ago

Portfolio Administrators may delete a Portfolio. Deleting a Portfolio permanently removes its Procedures, its Resources, and every Assignment made from its Procedures. It can't be undone.

  1. In the Navigation pane's Portfolios panel, select the Portfolio.
  2. Press the Actions tab in the detail pane, and in the Disposal panel press Delete….
    Delete button in the Disposal panel of a Portfolio's Actions tab
  3. Press Delete in the confirmation dialog.
    Delete Portfolio confirmation dialog

You can also choose Delete… from the Portfolio's menu in the Portfolios panel. To keep some Procedures, move them to another Portfolio first.

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Overview

  1. Portfolios Overview

Step-by-Step

  1. Move or Copy a Procedure
  2. Create a Portfolio
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