"Select portfolio" menu

At the top of the "Portfolio" widget, you find the drop-down list to select portfolios.

The "Select portfolio" menu provides various functions:

• At the top of the menu, in the "Last" section, you will find the up to 5 of the most recently opened portfolios for quick selection.
• In the "Folder" area, you can select and open (as in the Dashboard Explorer) the relevant portfolio from the folder structure. Here, you can also organise your portfolios in a folder structure by creating the corresponding folders in the "Select portfolio" menu by using the "New folder" command.
• To switch to another portfolio, select it from the corresponding folder in the menu.
• To create a new portfolio, select the "New portfolio" command on the corresponding folder level.
• You can delete created folders and portfolios in edit mode.

For more information about the individual functions and menu structure, see Dashboards.