This step will always be marked as complete, because its required information was provided when first creating the portfolio. But edits and updates can be made here as work on the portfolio proceeds.
Open Edit Portfolio Details to view any of the fields that were initially completed in Step 1 of portfolio creation. Only the Portfolio Manager or Project Creator can edit these fields.
Note: There is no autosave feature, so be sure to save any changes!
This is also the stage in which you can link projects and / or grants to this portfolio.
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