How do I replace the Agency Portfolio Overview or Strategic Plan information currently in the Portfolio?
There are three ways to do this as follows: • Delete and rekey the information in “Summary” text field. Please note there is a maximum of 2,000 characters of information that may be entered. • Delete the current attachment by clicking the “garbage can” and reattaching a new document by clicking the “folder”, finding/highlighting the document you wish to upload, clicking “Open” and clicking “Save.” Please note that you must Save or Submit the entry to actually save it. • If you want to just update the current attachment, you will need to save it locally for modification and then follow the above instructions (i.e., you need to delete the attachment and then reload it).
Related Questions
- For the Agency Portfolio Overview and Strategic Plan information, what is the preferred way of entering the information (i.e., summary text, attached document, URL link)?
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- How do I replace the Agency Portfolio Overview or Strategic Plan information currently in the Portfolio?