Managing My Lease Portfolio
This topic discusses how to manage my lease portfolio.
PeopleSoft Lease Administration provides a personalized page for viewing all leases assigned to you, as lease administrator or portfolio manager. You can add additional leases, not assigned to you, to your portfolio by clicking on the Add to My Portfolio link.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
RE_MYPRTFL |
Use to review or manage your leases. |
|
|
RE_PRTFL_ADD |
Add additional leases, not assigned to you, to your portfolio. |
Use the My Lease Portfolio page (RE_MYPRTFL ) to use to review or manage your leases.
Navigation:
This example illustrates the fields and controls on the My Lease Portfolio page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Add to My Lease Portfolio |
Click to add additional leases to your portfolio. You can add additional leases that are not assigned to you to your portfolio to help in managing workload for the other lease administrators or portfolio managers. |
Field or Control |
Description |
|---|---|
Remove from My Lease Portfolio |
Click to remove a selected lease from your portfolio. Note: You cannot remove a lease from your portfolio if you are named the Lease Administrator or Portfolio Manager on the lease. |
Use the Add to My Lease Portfolio page (RE_PRTFL_ADD ) to add additional leases, not assigned to you, to your portfolio.
Navigation:
Click the Add to My Lease Portfolio link on the My Lease Portfolio page
Field or Control |
Description |
|---|---|
Go Back to My Lease Portfolio |
Click to go back to your lease portfolio page. |