Change Portfolio Name and Description

Help Center Portfolio Help Center Change Portfolio Name and Description

To edit the portfolio name or description, follow the steps below:

  1. From the Portfolio home page, click the title of the portfolio with which you want to work. If the portfolio is not listed on the Portfolio home page, click My Portfolios, and then click the title of the portfolio with which you want to work.
  2. On the Portfolio summary page, click Rename this portfolio on the "I want to" menu at the left.
  3. Modify the portfolio title. You will be able to edit the portfolio description if this portfolio is not an invited portfolio.
  4. When you are done making changes, click Save changes. If you would like to discard changes, click Cancel.