1. Portfolio Default Settings – Update a Close Out Checklist
1. Within the 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 Close Out’. Click on the ‘Title’ of the Checklist that you want to update (E.g. Business Case is Approved).
3. Click the ‘Update’ button.
4. Apply the necessary changes into the input fields. Click the ‘Update Checklist’ button to save changes.
