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Editing Portfolio Item Cards on the Portfolio Kanban

This feature is available in Ultimate edition only.

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Overview

Learn how to change the details on the portfolio item cards displayed on the Portfolio Kanban board.

How To

  1. Go to Portfolio Planning > Portfolio Kanban.

  2. Choose Edit from the drop-down action menu in the top right corner of a portfolio item card.

  3. In the edit window, make the necessary changes, and then click Save.