New Portfolio MOD009E00

Introduction

• Click on the plus button in the user menu → Click on Portfolio → New Portfolio

• Planning → Portfolios panel → List → Click on the New Portfolio button in the action bar

Information

• This module is a dialog module for creating new portfolios.

• Only users with the respective authorization can create new portfolios.

Procedure

• Enter the portfolio title in the opened dialog module and

• determine the portfolio manager.

• Confirm the entries with Create.

  • The Portfolio Core Data module, in which basic data, key dates, and other core data and parameters are recorded, opens.