Portfolio Outline Edit Screen

From this screen, you can:

• Edit the viewer groups:  Click the Edit Viewer Groups link.

• Add sections to the outline: Click Add Section. CNAV displays the Portfolio Outline Adding Section screen.

• Edit existing sections: Click the Edit icon next to the section you wish to edit.  CNAV displays the Portfolio Outline Section edit screen.

• Remove existing sections: Click the Delete icon next to the section you wish to remove.  CNAV will ask you to confirm the deletion. Click Continue to process the deletion.

• Reorder existing sections:  Click Reorder Sections.  CNAV redisplays the screen, adding numeric fields to the left of each section name. In those fields, enter the numbers that correspond to the order in which you want the sections to be displayed in the outline.  Click Update.