You can display the following item statuses in your Investor Map.
Open Items: Items defined as active and viable
Closed Items: Items which are no longer viable, and may require review.
Candidates: Items which are considered as possible additions to the active portfolio.
To filter the items view by status:
- 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 statuses you want to show on the map. The map displays the open, closed, and candidate items by default.
- Check the Summary boxes of the statuses you want to include in any map summary calculations.
For example, uncheck the Open and Closed summary check-boxes to summarize only the candidate items in the map.
Check both check-boxes of the Open status to show and summarize only the open items in the map.