Copy Portfolio Added to Dashboard
To minimize effort users can now create copies of portfolios directly in the Dashboard without having to navigate to the Portfolio page.
Select Copy portfolio.
Enter Portfolio Information
- Enter text in the Name of new portfolio field.
- Enter text in the Description field (optional).
- Click Switch to new portfolio checkbox to load dashboard upon creation.
- Click the OK button.
Note: The Continue sharing option will be shown if the originating portfolio is shared with someone. If this option is checked the sharees get copied as well as whether the new portfolio is editable by sharees.