Update the portfolio and program status

This lesson focuses on specific administrative functions that a Portfolio or Program manager may need to complete that does not fit into the typical work you will complete in the Portfolios area. 


To update the portfolio/program status

  1. Open the Portfolio or Program.
     
  2. Select the drop-down arrow to open the header.
     
  3. Select the drop-down for the status and select the new status.
     
  4. Click Save and Close to apply the changes. 
     

Download Job Aid: Portfolio/Program Administration
 

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