6.7.2 Creating a New Instrument Metric

The process to create a new Instrument Metric from the portfolio tables is very similar to that of creating a New Management Ledger Metric.

To create a New Instrument Metric:

1. Click New Instrument Metric on the Summary screen.

   Figure 6-34 New Instrument Metric

   
   

   

   
   
   This will take you to the next screen to define the custom metric and input the evaluation expression.

   Figure 6-35 Add Instrument Metric

   
   

   

   
   
2. Enter the Metric Logical Name.
3. Select any one of the following details:
   • Instruments
   • Evaluation Expression
   • Operator

   Figure 6-36 Instrument Metric Selection

   
   

   

   
   

   Evaluation Expression is the box where you create the calculation using Instruments and mathematical operators.

   You can refer to the Help button support with the Instructions on how to configure the metric.

4. Click Save.