1. Portfolio Default Settings – Add a Close Out Checklist
1. Within Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and then click the ‘Portfolio’ link as shown below.
2. Once done, you will reach the Portfolio Default Settings page. Scroll to the ‘Portfolio Checklists’ section then ‘Portfolio Setup’. Click the ‘+ Checklist’ button.
3. Set ‘Check Type’, ‘Title’, ‘Description’, ‘Checklist Group’ and ‘Link’ input fields with the desired data. Make sure that the data in the ‘Check Type’ field is ‘Portfolio Setup(Full Kitting)’. Once complete, click the ‘Add Check’ button to save changes.
Checklist is now added in the Portfolio Close Out Checklists.