FOCUS Knowledge Base

1. Update Portfolio General Settings

1. Within the ‘Settings’ page, navigate to ‘General Settings’ section, then click the ‘Edit’ button.

2. Once done, update the necessary information in the form (Name, Currency, Country, Portfolio Time Zone, FY Start).

If you like the portfolio to be shown in lists (such as on the New Project creation form) to users who do not have View or Update access on this portfolio, tick the 'Show in Company Portfolio Lists' checkbox.

After all changes are made, click the ‘Update’ button to save them.