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Assign Planning Objects to the Watchlist MOD009CTT




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Access

  • Portfolio ManagementPlanning and Reports → Multi-Portfolio BoardPortfolios → Click on the ID of the required portfolios → DashboardAssign Planning Objects to the Watchlist button in the Watchlist areaAssign Planning Objects to the Watchlist

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Information

  • This module is an auxiliary module and therefore it has no stand-alone function. It is used to include new planning objects in the watchlist.
  • The module shows all planning objects which have not yet been included in Watchlist .

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Add Planning Objects to the Watchlist

  • Activate the Select checkbox for the person who is to be assigned as a stakeholder and click on the Assign selected objects button.

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The planning objects can only be removed from the watchlist in the Dashboard module.

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