1. CCH Central Suite Help
  2. CCH CGT and Dividend Scheduling
  3. Maintenance
  4. Portfolios
  5. Edit Portfolios and Periods
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Edit Portfolios and Periods

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The Edit Portfolios and Periods window should be used to make any required modifications to portfolios and/or portfolio periods.

The Portfolio Reference, Portfolio Period and Report heading are all editable.

 

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CCH CGT & Dividend Scheduling

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