Follow the procedure below to update portfolio defaults.
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Navigate to Admin > Portfolio Admin > Enterprise Defaults.
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Click the ID Defaults tab. The Portfolio Defaults panel appears.
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To update portfolio change ID defaults, perform the following.
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(Optional) Type in a required Change Prefix.
The prefix is added to the beginning of the change ID.
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(Optional) Type a digit in Next ID Base. By default, this value is set to zero.
The numbering of the change ID starts from this digit.
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Type a digit in Digits (Max 20). By default, this value is set to zero.
This is the length of the change ID.
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(Optional) Type in a required Suffix.
The change ID ends with the suffix entered.
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Type a digit in Increment. By default, this value is set to zero.
The change ID increments by this digit.
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Click SAVE, the change ID appears in Change ID Example (Max 40).
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To update risk ID defaults, perform the following,
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(Optional) Type in a required Risk Prefix.
The prefix is added to the beginning of the risk ID.
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(Optional) Type a digit in Next ID Base. By default, this value is set to zero.
The numbering of the risk ID starts from this digit.
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Type a digit in Digits (Max 20). By default, this value is set to zero.
This is the length of the risk ID.
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(Optional) Type in a required Suffix.
The risk ID ends with the suffix entered.
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Type a digit in Increment. By default, this value is set to zero.
The risk ID increments by this digit.
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Click SAVE, the risk ID appears in Risk ID Example (Max 40).
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