Update Portfolio Settings and Custom Names

Adjust portfolios settings and set custom names to align to your organization. Portfolio Owners can select the gear icon in the top right corner of a portfolio to view or modify Portfolio Settings or Custom Names.


The Settings Tab enables the formatting of years to be adjusted between calendar and fiscal years and enables you to specify if budgets should be tracked monthly or yearly. You can also turn the Spend Plan page on or off from here if using Yearly Budgets.  

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Custom Names 

The Custom Names tab allows you to change the name of common terms within a portfolio so that you can better align terminology to your organization. Use the Custom Name column to modify the terms listed on the Custom Name tab. Changes will be applied immediately and updated throughout all portfolio pages for all portfolio members.  

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