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Location: Configuration  Classification Portfolio type
Overview:
Use this menu to create all the possible types that will classify the portfolios that will be created in the system. These types will be organized hierarchically which will make it easier, later on, to organize the portfolios created in the system.
Specific buttons:
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Click on this button to add a new portfolio type. For further information on this operation, see the Configuring a portfolio type section.
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Click on this button to edit the portfolio type selected in the list of records.
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Click on this button to delete the portfolio type selected in the list of records.
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Click on the arrow located next to this button to configure a new report or associate an existing report or to view the parameters that may be used in the configuration of new reports.
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Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.
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