Portfolio Group Types

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Revision as of 17:06, 9 April 2012 by Smiller (talk | contribs)
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Overview of Code Set 0803

  • From the main menu of DDI-Connect, double-click Name/Address
  • Double-click Setup
  • Double-click Codes Maintenance. You will see this screen:


Codes maint 1.png


Scroll down until you find the code set you are wanting to modify, and double-click that code set.


In this case, you are looking for Code Set 0803 - Portfolio Group Types. You will see a screen similar to this one:


Portfolio Group Type Codes 1.png


To add a new code, click the New button on the toolbar. You will see this screen:


Portfolio Group Type Codes 2.png