This popup form can be accessed via the portfolio view page options menu in the top header area, as shown in Figure 1. Alternatively, the delete popup can be accessed via the actions column menu of the Portfolios tab at the organisation view page level, as shown in Figure 2.
If you are sure that you want to delete this portfolio then click the Delete portfolio button at the bottom of the form.
NOTE: deleting a portfolio does NOT delete the programmes and/or projects that are members of that that portfolio. Any sub portfolios WILL however be deleted!
Click the Cancel button if you do not want to delete the portfolio.
Figure 1 – Access via options menu
Figure 2 – Access via portfolio tab
This popup form is shown in Figure 3 and is used to permanently delete an existing portfolio.Figure 3 – Delete portfolio form
The form has the following read-only fields:Organisation: | This shows which organisation the portfolio you want to delete belongs to. |
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Portfolio: | This is only available if this portfolio has a parent portfolio, and shows which portfolio the current one belongs to. |
Name: | This shows the name of the selected portfolio. |
Description: | This shows the description of the selected portfolio. |