A Portfolio's Info tab holds its name, its description, and the keywords that help members find it. Portfolio Administrators may change its name and description; Portfolio Administrators and Leads may change its categorization.
- In the Navigation pane's Portfolios panel, select the Portfolio.
- Press the Info tab in the detail pane.
- In the Descriptors panel, edit:
- Name: a concise, descriptive name, unique in your Organization.
- Description: what the Portfolio contains and for whom, in a sentence or two.
- Detail: a longer overview, such as its purpose, audience, conventions, and escalation paths. It uses the Rich Text Editor; press Expand to write in a larger window.
- In the Categorization panel, add:
- Keyword(s): search terms members would use to find this Portfolio.
- Function(s): the organizational functions it serves, such as Finance or HR.
- Sector(s): the economic sector its Procedures operate within.
Changes save as you make them. You can also rename a Portfolio in place in the Portfolios panel.
Public Portfolios
In the Portfolios panel, an Exchange badge on a Portfolio's icon means the Portfolio and its Procedures are publicly visible. Portfolios are public in Organizations on the free plan; see Update an Organization's Billing Information.
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