Access

  • Portfolio panel → Status → Select status report button in the line of the required planning object → Assign status report
  • Portfolio panel → Simulation → Select status report button in the line of the required planning object → Assign status report

Information

  • This module is an auxiliary module (selection module) and therefore it has no stand-alone function. It is used to assign status reports to the planning object of the portfolio, the data of which is required for the creation of a portfolio status report or of a portfolio simulation.

Procedure

  • When the module is opened, all released status reports of the selected planning object are listed.
  • Activate the Select checkbox for the required status report and click on the Assign selected status report window.