Selecting Portfolios

This section provides an example illustrating how to access the Select a Portfolio pop-up window to select a portfolio. Within this window, portfolios are organized in a hierarchy.

In the Investor and Scorecard modules, portfolios are displayed in the Portfolio pop-up list. Portfolios appear with icons indicating an open or closed status. For more information on status icons, refer to Investor Module Overview.

You can resize the Select a Portfolio pop-up window to view longer names. In addition, you can use the scroll wheel on your mouse to move up and down in the pop-up list.

1. Click the Investor module tab.
2. In the Portfolio field of the Investor map, on the toolbar, click the drop-down list. The Select a Portfolio pop-up window appears.
3. Select a portfolio from the pop-up window. The selected portfolio appears in the Investor map.

   Note:

   The currently selected portfolio is highlighted whenever you open the Select a Portfolio pop-up window to assist you in locating it within the hierarchy.

4. To search for a portfolio, click the Search tab in the pop-up window. A Search field appears. Type in a search string (not case sensitive) and click Search. The results of the search appear in the workspace.

   Note:

   The result lists all portfolios that begin with the requested string first, followed by any portfolio that contains the string. The number of retrieved portfolios is limited, so you may need to refine your search.