---
title: "Updating Portfolios"
slug: "updating-portfolios"
description: "Keep your project data accurate and organized by renaming and updating single or multiple Portfolios in Xyicon with ease."
updated: 2025-08-15T10:57:50Z
published: 2025-08-15T10:57:50Z
canonical: "support.xyicon.com/updating-portfolios"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://support.xyicon.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Updating Portfolios
Xyicon Users
Use this article to view and update portfolios in the **Portfolios** module.
## Before you begin
Make sure that your **Xyicon User** has the necessary permissions to update portfolios. User Permissions are managed by your organization's **Xyicon Administrator**.
---
## Rename a Portfolio
1. Navigate to the **Portfolios** module and select the portfolio you want to rename.
2. Click the **Side Panel, Details** tab ( ) and click on the **Name** field to rename the portfolio.
3. Select the checkmark ( ) next to the field to save the changes. Alternatively, you can also press the **Tab** key to do the same.
---
## Update a Single Portfolio
1. On the **Portfolios** module, select the portfolio you want to update. **TIP:** To refine the list of portfolios in the current view, use the [**Quick Find**](/v1/docs/using-quick-find) field on the **Action B****ar** or the **Side Panel,** [**Filter**](/v1/docs/using-filters) tab ( ).
2. Click the **Side Panel, Details** tab ( ) to see the available fields. Use the **Splitter** to resize the **Side Panel** to your liking.
3. Add, delete, or edit the values in the respective fields.
4. Select the checkmark ( ) next to the field to save the changes. Alternatively, you can also press the **Tab** key to do the same.
---
## Update Multiple Portfolios
1. On the **Portfolios** module, select the checkboxes against the portfolios you want to update. To update all records, select the checkbox on the table header.
2. Next, click the field you want to edit on the **Side Panel, Details** tab ( ). The field will expand to show two additional fields.
3. Select the values you want to change in the **Current Value(s)** field using the options below:
- **(All Values)** - Replace all existing and blank values for the selected records with the new value.
- **(Blank Values)** - Update records that only have blank values.
- **** - Update records with a specific value.
4. In the **New Value** field, enter or select the value that will replace the value in Step 3. If you want to remove the old values, leave this field empty.
5. Select the checkmark ( ) or hit the Enter key and the **Confirm Update** alert box is displayed to confirm the changes. If you want to discard the changes, select the cross ( x ) or hit the "ESC" key.
6. In the **Confirm Update** alert box select **Yes** or hit the "Enter" key to confirm changes. Select **No** or hit the "ESC" key to not go ahead with the changes.
7. Repeat steps 2 to 6 as required.
[Video](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/Update%20Multiple%20Portfolios.mp4)