Siebel Applications Administration Guide > Managing Portfolios >

Performing a Manager Review of a Portfolio Plan

When portfolio managers complete a portfolio plan, they can then request their manager to review and approve the plan.

NOTE:  After you perform a manager review, you might want to update the Next Review Date field for the portfolio plan.

This task is a step in Roadmap for Managing Portfolios.

To perform a manager review of a portfolio plan

1. Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
2. Drill down on the portfolio plan with which you want to work.
3. Click the Manager's Review tab.
4. To add a review record, click New, then complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Review Date	Select a date on which the review occurs.
   Reviewer	Select the contact who performs the review.
   Status	Select the status for the portfolio plan. For example, to approve a portfolio plan, select Approved from the Status drop-down list.