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:

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