Creating Portfolios

To set up / create a Portfolio, first, you must access the group you want to include in that Portfolio. Go to the Scope section and look for this option. Here you will be able to add Tags to your groups (this is how the portfolio will be named).

Remember that tags can only be named with lowercase and numeric characters.

In order to create a tag, you can click on the Add button.

When you click on it, a window will show up where you can add as many tags as you want.

Remember that the name you give to that tag is the same name you should give to the group you want to create that Portfolio. If you want to know what is the purpose of a Portfolio section in the ARM you can enter here.

When you have added the tag or tags you want, click on Confirm to create them or you can click on Cancel to dismiss them.

Note: The portfolio view is updated from Monday to Friday at 7 am and 2 pm.

There is also the Remove button that is used to delete any tags that you already created.

In order to enable this button, you need to click on one of the tags in the list. After selecting it you can click on the remove button and the tag will be immediately deleted. so be careful when doing this.

Be careful in doing this action because deleting the tag removes that group from that Portfolio.