Edit a Portfolio

How can I edit a Portfolio?

Only users with the admin role can edit portfolios. Therefore, you must edit a portfolio through the ‘Admin’ section. If you have not yet created a portfolio, learn how to create one here.

  1. Go to the ‘Admin’ section of ONE PM.
  2. Click on the tab ‘Portfolios’.
  3. Search for the portfolio you want to edit and click on it.
  4. Change the information by editing the corresponding information.
  5. Click on ‘Save’!

To discard the changes simply leave the editing page without saving.


  • Currently a portfolio cannot be deleted. To remove it from the portfolio overview, set it to inactive.

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