Filtering the Items View

When working on a Scenario, the following additional options are available for filtering the items view by status. For information on the filtering options that exist for the regular mode, refer to Working with the Investor Map.

Added Items: Candidate items that were added into the portfolio's Scenario.

Removed Items: Candidate items that were removed from the portfolio's Scenario.

To filter the items view by status:

  1. In the Map Tools: Filters panel, in the Status section, there are two sets of check boxes: Map and Summary. Check the Map boxes of the status types you want to show on the map. The map displays the Open, Closed, and Candidate items by default.

    Note: Check the Summary boxes for the status types you want to include in the summary calculations of the map.

  2. Uncheck Added and Removed in the Status area to hide all those items in the map.

Related Topics

What-if Scenario Mode

Accessing the Item Menu



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Last Published Thursday, July 9, 2020