How do I enter or edit the Description for a plan in Portfolio 2.0?

I see instructions in the documentation for editing the Description for a plan in Portfolio Classic but not in Portfolio 2.0. The logical place would be in Portfolio > View all Plans, where the names and descriptions of all the plans are listed. But the Description field is not editable there. I don't see any where else where I can edit the Description. (Probably obvious. I'm just not seeing it.)

3 answers

0 votes
Tarun Sapra Community Champion Aug 11, 2016

From the docs - 

Changing the initial configuration

Once your plan is created you can change its name by clicking the plan name and changing it."

I'm asking how to change the description, not the name. Yes, I can change the name as you describe, but I don't see how to change the description. If you choose Portfolio > View All Plans from the menu, you'll see a Name column and a Description column. How do I change the Description?

+1 for finding out how to edit a Portfolio 2.0 plans description.

I face the same problem and don't see any answer to that problem sad

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