How to Update an Organization Record at Portfolio

1. Login to Tririga

2. From the Main Menu

Click Portfolio and then Organizations.

Select an Organization record from the Hierarchy list and click Open from the toolbar.

NOTE: To learn how the Organization Hierarchy is designed and displayed in Tririga, go to the article: Organization Hierarchy Basics and Structure.

Click the Revise button in the far right-hand corner of the Organization record

Update the Organization record as needed.

NOTE: If this Department is being allocated to a space, ensure that the EFA department name is auto populated in the EFA Department Name field in the Detail section of the record.