1. Applications Administration Guide
  2. Viewing Partners for a Portfolio Plan

Viewing Partners for a Portfolio Plan

Complete the following procedure to view partners for a portfolio plan.

To view partners for 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 All Partners view.

    All partners that are associated with accounts in the portfolio plan appear. For information about the fields in this screen, see Reviewing Partners.