Setting the Version

You can set the data version used to populate the scorecard for the portfolio. The Select a Version pop-up window includes an All tab and a Search tab. In the All tab, versions are organized in a hierarchy. In the Search tab, enter letters that appear in the name of the version you are looking for.

A single clock symbol indicates a version and a folder indicates a folder of versions. You can resize and scroll the Select a Version pop-up window to select a version for the scorecard.

To set the data version used to populate the scorecard for the portfolio:

1. Click in the Data as of field. The Select a Version pop-up window appears.
2. Select a version from the list of recently viewed versions, search, or browse for a version to apply to the scorecard.
3. The data shown in the scorecard will be refreshed as of the date of the version. The version (Data as of) field and all areas now showing versioned data as a result of this selection are shaded with a standard neutral peach color.

   Note:

   When any field or component is pre-configured with a version, that field or component will always be displayed with the Data as of that version, and will not change as a result of selecting a different version in the Select a Version popup. The background of these fields and components will be the regular background color. Only areas showing versioned data as a result of the end-user selecting a version in the Select a Version popup are colored using a standard neutral peach color.