Performing a Manager Review of a Portfolio Plan

When portfolio managers complete a portfolio plan, they can then request their manager to review and approve the plan.

Note: After you perform a manager review, you might want to update the Next Review Date field for the portfolio plan.

This task is a step in Roadmap for Managing Portfolios.

To perform a manager review of a portfolio plan

1. Navigate to the Accounts screen, then the Portfolio Management Process view.

2. Drill down on the Portfolio Name field of the portfolio plan record.

3. Navigate to the Manager’s Review view.

4. To add a review record, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Review Date	Select a date on which the review occurs.
   Reviewer	Select the contact who performs the review.
   Status	Select the status for the portfolio plan. For example, to approve a portfolio plan, select Approved from the Status drop-down list.