Portfolio Listbox Values MOD009BDS

Access

• Portfolio Management → Administration → Portfolio Master Data → Portfolio Listbox Values

Information

• In the Portfolio Listbox Values module, areas, groups, and values which can be used to structure the evaluation criteria and risk queries are listed.
• 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.

• Insert a new empty record in the required section (area, group, risk category).
• Enter area, grouping or risk category name.
• Save.

Delete values

• Mark the required line.
• Click on the Delete button in the toolbar.
• Save.

Note

• 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.