> For the complete documentation index, see [llms.txt](https://docs.sonarsource.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sonarsource.com/sonarqube-cloud/managing-portfolios/editing-portfolios.md).

# Editing portfolios

Change the projects and child portfolios of a SonarQube Cloud portfolio, rename, move, or delete child portfolios, or delete a portfolio.

This feature is only available in the [Enterprise plan](https://www.sonarsource.com/plans-and-pricing/).

## Editing a portfolio <a href="#editing-portfolio" id="editing-portfolio"></a>

With the **Edit** permission on a portfolio, you can add and remove projects from it. Note that you do not add a project, but a long-lived branch of a project. In each project selection, you can only add a single branch per project.

You edit a portfolio on its **Portfolio definition** page. A child portfolio has no **Administration** menu of its own, so you edit it through the **Portfolio definition** page of its root portfolio. See [#managing-child-portfolios](#managing-child-portfolios "mention").

The **Portfolio definition** page shows the name and description of the portfolio, and a summary of its contents with the number of projects it contains. If the hierarchy contains duplicate project branches, the page also shows a warning. See [Creating portfolios](/sonarqube-cloud/managing-portfolios/creating-portfolios.md#duplicate-project-branches).

### Changing the name and description <a href="#changing-name-and-description" id="changing-name-and-description"></a>

1. Retrieve your portfolio. See [Viewing portfolios](/sonarqube-cloud/managing-portfolios/viewing-portfolios.md#retrieving-portfolio).
2. Go to *your portfolio* > **Administration** > **Portfolio definition**.
3. Select **Edit info**.
4. In the **Edit the name and description** dialog, update the name and description, then select **Save**.

You can also select **Edit info** in the **About this portfolio** section of the portfolio's Overview page.

To rename a child portfolio, see [#managing-child-portfolios](#managing-child-portfolios "mention").

### Changing the portfolio contents <a href="#changing-portfolio-contents" id="changing-portfolio-contents"></a>

1. Retrieve your portfolio. See [Viewing portfolios](/sonarqube-cloud/managing-portfolios/viewing-portfolios.md#retrieving-portfolio).
2. Go to *your portfolio* > **Administration** > **Portfolio definition**.
3. Select **Manage portfolio contents**. The **Edit portfolio contents** page opens.

<figure><img src="https://2223713658-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB4UT2GNiZKjtxFtcFAL7%2Fuploads%2Fgit-blob-10c566960bdd9c14de8064281570410e9b1244ab%2Fsonarqube-cloud-portfolio-definition-contents.png?alt=media" alt="Portfolio definition page of a root portfolio with the portfolio name, the Edit info button, and the Manage portfolio contents button."><figcaption></figcaption></figure>

4. Make your changes:\
   a. To change the projects of a portfolio, select **Manage project selection** in its **Add projects directly** section. If the portfolio has child portfolios, first select the portfolio in the **Portfolio tree**. To remove the selection, select **Clear selection**. See [Creating portfolios](/sonarqube-cloud/managing-portfolios/creating-portfolios.md#adding-projects-directly).\
   b. To add a child portfolio, select **Create child portfolio** on the portfolio that you want to be the parent. See [Creating portfolios](/sonarqube-cloud/managing-portfolios/creating-portfolios.md#creating-child-portfolios).\
   c. To rename, move, or delete a child portfolio, see [#managing-child-portfolios](#managing-child-portfolios "mention").
5. Select **Save**.

### Managing child portfolios <a href="#managing-child-portfolios" id="managing-child-portfolios"></a>

You manage child portfolios on the **Edit portfolio contents** page of the root portfolio, or in the **Add projects** step of the creation wizard. Select the child portfolio in the **Portfolio tree**, then open its action menu:

* **Edit name and description**: Change the name and description of the child portfolio.
* **Move**: Select a new parent for the child portfolio. Its child portfolios and projects move with it. You can move a child portfolio anywhere in the same hierarchy, except under one of its own descendants.
* **Delete**: Delete the child portfolio.

<figure><img src="https://2223713658-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB4UT2GNiZKjtxFtcFAL7%2Fuploads%2Fgit-blob-e66c344788f5fc2a9112ef2d4e78eb388de174b9%2Fsonarqube-cloud-portfolios-edit-child.png?alt=media" alt="Edit portfolio contents page with a child portfolio selected in the Portfolio tree and its action menu open, showing Move and Delete."><figcaption></figcaption></figure>

{% hint style="warning" %}
Deleting a child portfolio also deletes any child portfolios nested under it and their portfolio historical data. The projects themselves are not deleted.

On the **Edit portfolio contents** page, moves and deletions take effect only when you select **Save**. If you select **Cancel** or leave the page without saving, your changes are discarded.
{% endhint %}

## Deleting a portfolio <a href="#deleting-portfolio" id="deleting-portfolio"></a>

With the Edit permission on a portfolio, you can remove it from the system.

1. Retrieve your portfolio. See [Viewing portfolios](/sonarqube-cloud/managing-portfolios/viewing-portfolios.md#retrieving-portfolio).
2. Go to *your portfolio* > **Administration** > **Delete portfolio**.

{% hint style="warning" %}
Deleting a root portfolio also deletes all its child portfolios and their portfolio historical data. The projects themselves are not deleted.
{% endhint %}

To delete only a child portfolio, see [#managing-child-portfolios](#managing-child-portfolios "mention").

## Related pages <a href="#related-pages" id="related-pages"></a>

* [Managing portfolios](/sonarqube-cloud/managing-portfolios.md)
* [Creating portfolios](/sonarqube-cloud/managing-portfolios/creating-portfolios.md)
* [Viewing portfolios](/sonarqube-cloud/managing-portfolios/viewing-portfolios.md)
* [Administering portfolios](/sonarqube-cloud/managing-portfolios/administering-portfolios.md)


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