How to edit a Project

  1. Log in to the HTML5 client.

  2. Select the Portfolio Simulation workspace.

  3. Select a Portfolio Folder in the Data Selector.

    Warning

    If a View Mode is selected, click on the Back to Scenario List button to return to the Scenario List.

  4. Click on the Review Scenario Projects (chart22_md.png) button available on the Scenario's row.

  5. In the Compare Projects dialog box, click on the Gear (GearOther) button available on the right-hand side of the Project's row.

  6. Select the Edit the Object command.

    Warning

    Changes made to the Projects will affect the current Working version. Projects must then be published to propagate the changes.