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Delete portfolio views

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If you have appropriate module access, you can delete existing portfolio views.

To delete a portfolio view

  1. From the Portfolios action menu in the global navigation bar, click Manage Portfolio Views.
  2. On the Portfolio Views page, click Delete beside the view you want to delete.
  3. To confirm the deletion, click OK.

    Tip: You can delete a global portfolio view only if you have the required security privilege.