- In the Investor Map module, click Map Tools to show the set of panels.
- Click the Filters bar to expand the Filters panel.
- In the Color section, check the indicator colors you want to include in the map.
- In the Status section, there are two sets of check boxes: Map and Summary. Check the Map boxes for the status values you want to show on the map. Check the Summary boxes for the status values you want to include in the summary calculations for map. Statuses include Open, Closed, or Candidates.
Notes:
- When the Investor map is in Scenario mode, two additional status filters are available: Added and Removed.
- By default, only Open items are included in the summary calculations used for the investor map. When you apply a scenario, the open and added item statuses are included in the summary calculations by default.
- In the Size section, check Min, Max, or both boxes to filter the map based on size specified by a minimum value, maximum value, or range of values for the number of items in the portfolio. The numbers shown in parentheses to the right of the Min and Max fields indicate the actual range of items shown in the map.