Portfolios MOD009CSD

Access

• Portfolio Management → Planning and Reports → Multi-Portfolio Board → Portfolios

Information

• In this module, multi-portfolio managers can get an overview of all existing portfolios.
• New portfolios can be created.

Details

• You can have the data of existing portfolios displayed and, if necessary, also edit it, by clicking on the ID of the portfolio in the Portfolio panel.
• New portfolios can be created by clicking on the New portfolio button. For this purpose, the Portfolio panel, with the help of which the Portfolio Core Data is focused, is opened. Here you can define a new portfolio.

Authorizations

• New portfolios can only be created by users with multi-portfolio manager rights. If the user does not possess these authorizations, the following message is displayed when he/she clicks on the New portfoliobutton: You are not entitled to execute this function!.