Proceed as follows to define only a total goal for the portfolio:
- In the Portfolio Goals field, enter the total resource amount allocated for the entire portfolio. For example, enter the budget for the portfolio.
- Click OK. The goal information is updated. The portfolio's total goal appears at the title bar of the Investor map. Buckets goals are not displayed.
Notes:
- The sum of entries in the resource column does not need to match the amount entered into the Portfolio Goals field in Step 2.
- The sum of entries in the % from portfolio area does not need to equal 100%.