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 move popup can be accessed via the 
actions column menu of the Portfolios tab at the organisation view page level, as shown in Figure 2.
expand or 
collapse icons.
Select the name of your desired parent portfolio or organisation and if you are happy with the selection click on the “Move” button at the bottom of the form.
Note: names with a 
cannot be selected.
If you do not want to move this portfolio anymore then you can click on the “Cancel” button to close the form.
options menu in the top header area, as shown in Figure 1. Alternatively, the move popup can be accessed via the 
actions column menu of the Portfolios tab at the organisation view page level, as shown in Figure 2.
Figure 1 – Access via options menu
Figure 2 – Access via portfolio tab
This popup is shown in Figure 3 and is used to move an existing portfolio under a new parent organisation or portfolio.
Figure 3 – Move portfolio form
Use the tree navigation layout to select the new parent portfolio or organisation. You can show or hide levels or sub-levels by clicking on the
expand or 
collapse icons.
Select the name of your desired parent portfolio or organisation and if you are happy with the selection click on the “Move” button at the bottom of the form.
Note: names with a 
cannot be selected.
If you do not want to move this portfolio anymore then you can click on the “Cancel” button to close the form.