Create Yearly Tranche MOD009D5X

Access

• Portfolio Management → Multi-Portfolio Board → Portfolios → Click on the ID of the required portfolio → Portfolio panel → Budget → Plus button Add Period (Budget)

Information

• This module is a dialog module and therefore it has no independent function. It is used to insert new yearly tranches in the Budget module.
• The module shows the next 10 years. Years for which there already are yearly tranches are not displayed.

Create Yearly Tranche

• Activate the checkbox next to the required year/s.
• Click on the Assign selected objects button.