Displaying an Investor Map

To display an Investor Map:

  1. Click the Investor module tab at the top of the screen.
  2. In the Map field, from the pop-up window, select a map.

    Note: The Select a Map pop-up shows the last five maps you viewed at the top (your favorites).

  3. In the Portfolio field, from the pop-up window, select a portfolio.

    Note: The Select a Portfolio pop-up window also features a favorites list. For further details about the Select a Portfolio pop-up window, refer to refer to Selecting Portfolios in Configuring the System Components.

  4. In the Data as of field, from the Select a Version pop-up window, select a version to apply to the data in the investor map.

    Note: Whenever a version is applied to any component in the application, the data's background changes to a standard neutral peach color.

Related Topics

Investor Module Overview

Goals

What-If Scenario Mode

About the Investor Module

Accessing the Investor Module

Tour of Your Investor Map

Alignment

Customizing the Investor Map

Setting Goals

Gap Indications

Working with Items

Selecting and Viewing Portfolios

Working with Scenarios

Working with Snapshots

Custom Exporting

Exporting Investor Map Information



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Last Published Tuesday, November 19, 2024