Complete portfolio migration

Once the migration has been completed and the generated portfolio structure has been checked, you can finalize the portfolio migration. Proceed as follows:

1. On the "Data maintenance" tab, select the command COMPLETE PORTFOLIO MIGRATION in the menu of the "Data migration" icon.
   The "Confirmation" dialog box appears.
   

   

2. Select the "OK" button to complete the migration.

When the migration process is completed, the upgrade data is deleted and the corresponding menu items in the owner's ribbon and context menu are no longer available.

To do this, the command REOPEN PORTFOLIO MIGRATION appears in the icon menu.