Create a Portfolio Workflow Type

1. Go to the Setup > Codes Screen.
   
   
2. Edit the Evaluations Workflows Types (EVAL_WORKFLOW_TYPES) Codes table:
   
   
   
   
3. Click the "Add Code" button.  This brings up the Add Codes
   
   
   
   
4. Create a Unique code.  E.g. "PORTTFOLIO1" and add a description.
   
   
5. Click Save to create the code.
   
   
6. Locate the new workflow type:
   
   
   
   
7. Adjust the colors to create a unique color scheme for this type of Workflow:
   
   
   
   
8. Click "Save Changes" to store the updated colors.