It is possible to use classic portfolios in the new Portfolio app by changing the mode switcher from classic to default. This option is also available to portfolio managers, but may not be desirable in certain situations. Therefore, it is now also possible to make the mode switcher only available to administrators, so that only they have the option to convert portfolios to the default view.
- Open the configuration via the gear icon at the top right of the application’s start screen.
- Then navigate to Portfolio Management in the left menu.
- Adjust the setting here Allow portfolio manager to switch portfolio mode to the desired value.
