To create a new item with the Item Wizard:
- From the Setup drop-down list, select Items.
The Setup module appears. In the Setup module, the Navigation Pane shows the Items and Portfolios hierarchy.
- In the navigation pane, select the portfolio to which you want to add the new item.
- From the New drop-down list, select Item to create a new item, or select Candidate to create a new candidate.
A candidate is a proposed item that is not yet added to the map scenario displayed in the Investor module. You can change a candidate to an item and an item to a candidate in the Status field on the General tab of the New Item wizard.
The Item Wizard appears.
- In each tab of the Item Wizard, add and edit information for the item and then select Finish.