Skip to main content
Skip table of contents

Edit properties of a portfolio version

You can edit the historicized properties of a portfolio at any time. Proceed as follows:

  1. Open the "Portfolio properties" dialog box as described in the section Portfolio properties .
  2. In the version history, select the portfolio version whose properties you want to edit.
  3. Make your changes in the "Historized properties" area.
    If necessary, also read the sections Portfolio properties and Portfolios and user-defined fields.
  4. Close the "Portfolio properties" dialog box with "OK".
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.

Contact Support Close