Assign a Code to a Portfolio

Assign codes to portfolios to help track portfolios based on attributes they share. When managing a large number of portfolios, portfolio codes enable you to filter and group information across the organization.

To assign a code to a portfolio:

1. In the object selector, select  Portfolio.
2. In the object selector, beside a portfolio name, select , and then select View Summary & Settings.
3. On the Summary & Settings page, select Codes.
4. Select Assign.
5. In the Select Code dialog box, expand the code, and select the code value.
6. Select OK.
7. Select Save.