When you click a candidate item, a pop-up menu appears. It enables you to choose from the following options:
- Forms: Choose Forms to access the most recently viewed or default form for the selected item.
- Workbook: Choose Workbook to access the management workbook for the selected item. 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.
- Dashboards: Choose Dashboards to access the dashboard for the selected item. When you drill down to Dashboards, an automatic dashboard is shown, unless a customized dashboard was defined. For more information on dashboards, refer to Dashboards Module Overview.
- Dependencies: Choose 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 Working with Dependencies in Working with Management Workbooks).
- New Alert: Choose New Alert to access the New Alert wizard. For more information about creating a new alert, refer to Creating a New Alert in Alerts and Notifications.
- Send to manager: Choose Send to manager to email a URL of this map to the manager of the selected item.
- Edit: Choose Edit to change details of the selected item in the Item wizard. You can also open the Item wizard by double-clicking the Item bubble.