Portfolio Settings
1 Introduction
On the Portfolio Settings page, you can manage the portfolio settings, such as editing portfolio details and changing privacy settings, and you can also delete portfolios.
2 Changing Portfolio Settings
On the Portfolio Settings page, Portfolio Managers can change the following settings:
-
Portfolio Name – Click Edit Portfolio Details to change the portfolio name.
-
Portfolio Description – Click Edit Portfolio Details to change the portfolio description.
-
Privacy Settings – You can set the settings to Private, Restricted, or Open. For details on privacy settings, see the Different Privacy Settings of a Portfolio section.
If the toggle on the Privacy Requests tab is turned on in Control Center, a Mendix Admin needs to approve any change of Privacy Settings. In that case, a Mendix Admin will receive a notification about your change request and can approve or reject your request from Control Center. You can cancel a pending request by clicking Cancel Request. -
Stages – Click Move Up () or Move Down () to move a stage upwards or downwards.
-
Prioritization Model
-
Currency
-
Departments
-
Locations
-
Countries
-
Scope Estimation - Use Cases
-
Expected Value - Types
To delete or edit an existing option for a setting, hover over the option to show the Delete button () or the Edit button () at the end of the row, and then click the corresponding button.
![](/attachments/developerportal/portfolio-management/delete-edit-stage.png)
To add an option for a setting, click Add Department, Add Country, Add Stage, Add Use Case, or Add Value Type below the corresponding list.
3 Deleting a Portfolio
- On the Portfolio Settings page, click Delete at the bottom of the page. The Delete Portfolio Dialog box opens.
- Read the warning carefully. Deleting a portfolio means that you permanently delete the portfolio, including all the data in it. This change cannot be reverted.
- If you decide to continue, type DELETE in the text box.
- Click Delete. The portfolio is permanently deleted.