Portfolio Outline Navigation

The Portfolio Outline Navigation frame allows you to do two things:

 

Edit an existing Portfolio Outline

To view or edit an existing Portfolio Outline, select the outline name from the provided drop-down list. Click Go.  CNAV will display the Portfolio Outline edit screen in the right-hand pane. From that screen, you can edit the viewer groups, add sections to the outline, and edit or remove existing sections.

 

Create a new Portfolio Outline

To create a new Portfolio Outline, click New Portfolio Outline.  CNAV will ask you to enter a name for the new outline. At this point, you also have the option to select a department with which you wish this new outline to be associated.  

Enter the name and department, then click Submit. CNAV will display the Portfolio Outline edit screen in the right-hand pane. From that screen, you can edit the viewer groups and add sections to the outline. You can also edit, remove, or reorder existing sections.