Configure portfolio Overview tab

Choose which portlets appear on the portfolio's Overview tab and how they are displayed. You can configure the Overview tab for all portfolios of a specific portfolio type, or for an individual portfolio.

To configure the Overview tab for portfolios:

To configure the Overview tab for all portfolios of a specific portfolio type, open the portfolio type.

To configure the Overview tab for an individual portfolio, open the portfolio, and then click ... > Portfolio Settings in the top-right corner.
In the Tabs area, click the Settings button on the Overview tab.

Note: The Settings button is available only when you select to display the Overview tab in a portfolio by dragging it to the Selected Tabs area. For details, see Set up portfolio tabs.
In the Portfolio Overview Layout area, click Configure Layout.
Click Add Portlets to add a self-service portlet to the tab.

The Add Portlets page opens and lists all the portfolio-related portlets (portlets whose category is "Portfolio Overview").
In the Search box, type a keyword to find portlets that have the keyword in their name or description.
Select the target portlet, and then click Add.
Edit the preference for the portlet:
- To change the portlet position of a portlet, drag and drop it to the preferred place on page.
- To change the portlet size, drag portlet border.
- To change the portlet title and select the data to display, click the Edit button to open the Edit Preferences page.
To delete a portlet, click Delete and then click Yes to confirm.

Tip: This options is available only on the Create Portfolio Type and Modify Portfolio Type pages. If you want to allow portfolio managers to change the Overview tab layout in their portfolios, enable the Allow portfolio manager to override the following settings option. If this option is disabled, portfolio managers cannot configure the Overview tab in their portfolios.