Assign a Code to a Portfolio

Assign codes to portfolios to help track portfolios based on attributes they share. When managing a large number of portfolios, portfolio codes enable you to filter and group information across the organization.

To assign a code to a portfolio:

In the object selector, select  Portfolio, and then select View Portfolios List.
Select a portfolio name.
From the  Main Menu, select  Summary & Settings.
On the Summary & Settings page, select Codes.
Select Assign.
In the Select Code dialog box, expand the code, and select the code value.
Select OK.
Select Save.

Next: Security