In the Portfolios Tasks screen, you can add, update, or delete Portfolio related Tasks.
This screen should be used only by EcoSys configurators.
To view or update portfolio tasks, navigate to Admin > Portfolios Admin > Portfolio Tasks. After updating, click SAVE.
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To view or update the portfolio changes, click the Changes tab.
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To view or update the portfolio risks, click the Risk tab.
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To view or update the portfolio goals, click the Goals tab.
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When you click Delete hyperlink, a confirmation dialog is displayed. After confirming the deletion, the Task and its associated transactions will be deleted so that no items are orphaned.
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When you click Delete Row(s) icon, only the task will be deleted, not its transactions.
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You can customize the view of all the spreadsheets from View settings.