Setting Investor Map Defaults

The Bucket Indication Threshold settings display the gap indication threshold parameters for goal information for strategic buckets in the Investor module.

Note:

For more information on strategic buckets and goals in the Investor module, refer to Investor Module Overview.

To edit the default Investor Module Bucket Indication Threshold:

  1. Click Edit to open the Gap Indication dialog box.
  2. Click the Sum or Balance tab, depending on which default threshold you wish to edit.
  3. Check No Default to cancel the default settings and use portfolio-specific settings only.
  4. Enter the desired threshold for each indicator as a positive or negative numeric value.

    Note:

    Indicators display the current status of a category for each item using color-coded shapes. For example, interpret status information for the default set of indicators as follows:star  performance criteria are being met;diamond  a performance problem may be arising;red circle performance criteria are not being met.

  5. Click OK to save the settings and close the Gap Indication dialog box.
  6. To display portfolios as bubbles on investor maps, check the Show portfolios as bubbles checkbox. If the box is unchecked, portfolios appear as folders gray folder.

    Note:

    For more information on the portfolio view mode, refer to Accessing the Portfolios View Mode in Working with Investor Maps.