The Bucket Indication Threshold settings display the gap indication threshold parameters for goal information for strategic buckets in the Investor module.
Note: For more information on strategic buckets and goals in the Investor module, refer to Investor Module Overview.
To edit the default Investor Module Bucket Indication Threshold:
- Click Edit to open the Gap Indication dialog box.
- Click the Sum or Balance tab, depending on which default threshold you wish to edit.
- Check No Default to cancel the default settings and use portfolio-specific settings only.
- Enter the desired threshold for each indicator as a positive or negative numeric value.
Note: Indicators display the current status of a category for each item using color-coded shapes. For example, interpret status information for the default set of indicators as follows:
performance criteria are being met;
a performance problem may be arising;
performance criteria are not being met. - Click OK to save the settings and close the Gap Indication dialog box.
- To display portfolios as bubbles on investor maps, check the Show portfolios as bubbles checkbox.
If the box is unchecked, portfolios appear as folders
. Note: For more information on the portfolio view mode, refer to Accessing the Portfolios View Mode in Working with Investor Maps.