Access
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Portfolio Management → Administration → Portfolio Master Data → Portfolio Listbox Values
Information
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In the Portfolio Listbox Values module, areas, groups, and values which can be used to structure the evaluation criteria and risk queries are listed.
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Several real load profiles are included in the scope of supply of the PLANTA software. They can be extended or changed individually.
Insert a new data area assignment.
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Insert a new empty record in the required section (area, group, risk category).
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Enter area, grouping or risk category name.
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Save.
Delete values
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Mark the required line.
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Click on the Delete button in the toolbar.
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Save.
Note
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If the value to be deleted is already used in the evaluation criteria or risk checklists, it can be deleted. This is indicated by a message.