Client modules include the basic modules. By default, administrators have Full Access to all client modules and all other users have Read access to all client modules except Admin.
You can change the security permissions for the following client modules:
- Investor - The Investor module lets you create and work with investor maps - multi-dimensional graph views that enable you to visually portray your technology investment strategy and draw attention to areas of risk. For more information, refer to Investor Module Overview.
- Scorecard - Scorecards are tables that enable you to track and manage the performance of items and portfolios according to predefined lists of categories. For more information, refer to Scorecard Module Overview.
- Workbook - Management workbooks provide you with a detailed view of business operations at the item or portfolio level. For more information, refer to Workbook Module Overview.
- Forms - Forms let you enter or report the data of one specific item or portfolio at a time. This data is then integrated into "big picture" formats that provide you with an overall view of your portfolio, such as Investor maps and Scorecards. For more information, refer to Forms Module Overview.
- Dashboards - Dashboards are collections of graphs that are composed and customized in order to track and assess the status of items or portfolios. For more information, refer to refer to Dashboards Module Overview.
- To-Do - The To-Do module provides you with a summary of all the management actions that you are responsible for or have requested. For more information, refer to To-Do Module Overview.
- Setup - The Setup module lets you build and view hierarchies. Use the Setup wizards to create components and configure them for use in other modules. For more information, refer to Hierarchies Overview.
- Admin - The Admin module provides system administrators with access to server status and properties, system default settings, and system configuration reports. For more information, refer to Administration.