Manage the content of each portfolio.

1. To your left, select a Portfolio.

2. On each row, you can assign custom attributes from a select list. You can set the content of the select list under the Settings page.

3. You can edit the number of units/licenses.

4. After selecting a row, click on the detail icon to edit additional specifications for a product. This information may be different for each type of product. Some reports will show the aggregates across a portfolio or a portfolio tree.

5. To delete a row, select it and click the 'Delete'-icon . The font of the row will appear in strike-through.

6. Changes you made are committed to the database only after you save them.