Apply a Default Holiday Calendar at the Portfolio-Level
To apply a default holiday calendar at the portfolio-level:
-
Navigate to Portfolio > Details > Summary.
Use the links in the Navigation Pane on the leftmost side of the page.
-
Click Edit.
This displays in the Actions menu on the right side of the page.
The page becomes editable.
-
Select the default holiday calendar you want to use for this portfolio from the Default Holiday Schedule field.
To create a holiday calendar, see the Manage Holiday Calendar page.
-
Click Save Changes.
This displays in the Actions menu on the right side of the page.
The page refreshes. Your changes are saved. All entities in this portfolio will use the default holiday calendar you specified.