Displaying an Investor Map

To display an Investor Map:

  1. Click the Investor module tab at the top of the screen.
  2. In the Map field, from the pop-up window, select a map.

    Note:

    The Select a Map pop-up shows the last five maps you viewed at the top (your favorites).

  3. In the Portfolio field, from the pop-up window, select a portfolio.

    Note:

    The Select a Portfolio pop-up window also features a favorites list. For further details about the Select a Portfolio pop-up window, refer to refer to Selecting Portfolios in Configuring the System Components.

  4. In the Data as of field, from the Select a Version pop-up window, select a version to apply to the data in the investor map.

    Note:

    Whenever a version is applied to any component in the application, the data's background changes to a standard neutral peach color.