Portfolio Menu

When viewing a portfolio of portfolios in the Scorecard, the leftmost column contains the name of the current portfolio, followed by a numbered list of the statuses and names of the included portfolios.

Right-clicking a portfolio name displays a pop-up menu with the following options:

• Scorecard: Accesses the Scorecard for the selected portfolio
• Maps: Shows the selected portfolio in the Investor module with the most recently viewed map.
• Forms: Shows the selected portfolio in the Forms module, with the most recently viewed form.
• Dashboards: Shows the selected portfolio in the Dashboards module, with the most recently viewed dashboard
• Workbook: Accesses the portfolio's workbook, providing detailed information about all aspects of the portfolio.

  Note:

  For more information on workbooks, refer to Workbook Module Overview.

• Dependencies: Access the Dependencies list for the selected portfolio. The default drill down is Workbook. This default drill down can be changed to access a specific form and tab. For more information,refer to General Dependency Options in Working with Dependencies.
• New Alert: Lets you create an alert on the portfolio by accessing the New Alert wizard. For more information about creating a new alert, refer to Creating a New Alert in Configuring Alerts and Notifications.
• Send to Manager: Opens the Send Mail dialog box with the portfolio's manager email address entered in the To field. This enables sending a link to the current view to the manager.
• Edit: Opens the Portfolio Wizard, enabling you to change the properties of the portfolio.

  Note:

  For more information about working with the Portfolios Wizard, refer to Creating a Portfolio with the Portfolio Wizard in Configuring the System Components.