You can select the options available in the Portfolio menu. The portfolio pop-up menu enables you to choose from the following options:
- Investor Map: Select Investor Map to display the selected portfolio in this Investor map.
- Scorecard: Select Scorecard to display the most recently viewed or default scorecard with details of the items in the selected portfolio.
- Forms: Choose Forms to access the most recently viewed or default form for the selected portfolio.
- Workbook: Choose Workbook to access the management workbook for the selected portfolio. When you drill down to the workbook, it contains a temporary scorecard based on the categories of the investor map. For more information on temporary scorecards, refer to Temporary Scorecards.
- Dashboard: Choose Dashboard to drill down to the dashboard for the selected portfolio.
- Dependencies: Select Dependencies to drill down to the Dependencies tab of the Workbook for the selected item/portfolio. The Workbook is the default drill down. The default drill down can be changed to access a specific form and tab. For more information, refer to General Dependency Options in Working with Dependencies.
Note: If you drill down to dependencies and see an empty list, then the item has no dependencies. You can add a dependency to the list (refer to Defaults in Administration).
- New Alert: Select New Alert to access the New Alert wizard. For more information about creating a new alert, refer to Creating a New Alert in Configuring Alerts and Notifications.
- Send to manager: Select Send to manager to email a URL of this map to the manager of the selected portfolio.
- Edit: Select Edit to change details of the selected portfolio in the Portfolio wizard. You can also open the Portfolio Wizard by double-clicking the Portfolio folder or bubble.