Getting Started with Portfolio Management › Create a Portfolio of Investments › Define the Portfolio Page Layout

Define the Portfolio Page Layout

Define the dashboard view or page layout for all your portfolio pages. You can select from the following dashboard views:

• PMO-Portfolio Investment Dashboard. The dashboard view for your portfolio if you have applied the PMO Accelerator add-in. To view a series of tabs with portlets that you can use to plan and monitor the execution of a portfolio, use this dashboard

  Note: For more information about the PMO-Portfolio Investment Dashboard view and the portlets included in the view, refer to the PMO Accelerator documentation.

• Portfolio Default Layout. The default dashboard view for your portfolio if you have not applied the PMO Accelerator add-in.

Follow these steps:

1. Open Home, and from Portfolio Management, click Portfolios.
2. Open the portfolio for which you want to select a page layout.
3. Click the Properties menu and select Settings.
4. Select a dashboard view and save.