Portfolio types

The settings listed below are part of the Standard Solution. These can be used in standard queries etc., ie do not make changes unless they are relevant to your business flow.

When you upgrade the Standard Set up to the system, these settings are included.

If you want to modify texts, this is possible in translations.

Portfolio types that come with the Standard solution are listed in the table. If your business flow requires some other types, you can add more. You can also redefine the names for existing portfolio types. We don't recommend deleting portfolio types or modifying the code, as they will be restored with the next upgrade for Standard Solution.