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.

Click Browse

Click Browse

Select Dashboard.

Select a Portfolio

Select a Portfolio

Select an option from the Portfolio drop down menu.

Click Portfolio

Select Copy portfolio.

Enter Portfolio Information

Enter Portfolio Information
  1. Enter text in the Name of new portfolio field.
  2. Enter text in the Description field (optional).
  3. Click Switch to new portfolio checkbox to load dashboard upon creation.
  4. 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.

View New Portfolio Name

View New Portfolio Name

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