To enter general information about the query-based portfolio, including the portfolio name, description, manager and status:
- Open the New Portfolio Wizard, as described in Step 1.
Note: When you create a query-based Portfolio of Items the second step in the wizard is called Items and the icon on the bottom left of the dialog box depicts a portfolio of items. When you create a query-based Portfolio of Portfolios, the second step in the wizard is called Portfolios and the icon on the bottom left of the dialog box depicts a portfolio of portfolios.
- In the Name field, enter a name for the query-based portfolio.
- In the Description field, enter a brief description of the portfolio. You can include hypertext in the description.
- In the Manager field, from the drop-down list of available users, select the manager of the query-based portfolio.
Note: For more information on adding new users, refer to Users.
- In the Start field, enter the query-based portfolio's start date or select the portfolio's start date from the pop-up calendar.
- In the End field, enter the query-based portfolio's completion date or select the completion date from the pop-up calendar.
- In the Status field, from the drop-down list, select the status of the portfolio. A portfolio can be either Open or Closed.
- Note: Changing the Status of a portfolio may affect whether that portfolio is included in specific vertical functions (e.g. sum, average, etc.). The inclusion or exclusion of the portfolio depends on the definition of the specific function. For more information on functions, refer to Vertical Function, in Working with Categories.
- In the Domain field, from the drop-down list, select the domain for this portfolio. The list of available domains can be modified by editing the Domain value list. For more information on value lists, refer to Value Lists.
Note: By assigning a domain for this portfolio, users can relate to the portfolio members as entities other than items, or portfolios, for example, Clients or Initiatives. The selected domain appears above the Summary Bar in an Investor map in portfolio view mode.
- Many query based portfolios do not need the portfolio summary calculations, which impose an unnecessary load on the system. Check the Do not perform summary calculations for this portfolio check box to prevent automatic summation of this portfolio. As soon as you check the box the portfolio icon changes color to denote its new status.
Note: Once you create a non-calculating portfolio, you may change it to a regular portfolio, but the action is irreversible. If you uncheck the Do not perform summary calculations for this portfolio checkbox, you receive a warning message:
For more information, refer to Non-Calculating Portfolios.
- Click Next to proceed to the next step in the New Portfolio Wizard, where you select the items or portfolios to be included in the new portfolio.