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Portfolio Views page

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The Portfolio Views page lists all portfolio views available to you. If you have the appropriate module access, you can use this page to create, modify, and delete portfolio views.

To search for a view by title, in the Search field, type your search criteria. As you type, the page displays all portfolio views available to you that match your criteria. To display the list of all views available to you, clear the search criteria.

To create a new view

  1. Click Create View.
  2. Next, to create a new view based on an existing one, select a view name. You can choose from a list of all global views and all user views that are available only to you; the list of views is organized by type: Bubble Chart, Histogram, Pie Chart, Scorecard, Side-by-side Histogram, or Stacked Histogram.

    To create an entirely new view, select New Portfolio View.
  3. Click OK.

To modify a view, in the Title field, click the name of the view. The list of views is organized by type: Bubble Chart, Histogram, Pie Chart, Scorecard, Side-by-side Histogram, and Stacked Histogram. You can expand or collapse each type to show or hide the list of views that exist for each.

To delete a view, click Delete. To confirm the deletion, click OK.

Field Definitions

Title
Displays the name of the view. The list of views is organized by type: Bubble Chart, Histogram, Pie Chart, Scorecard, Side-by-side Histogram, and Stacked Histogram. The total number of views that exist for each type is displayed in parentheses.
Available to
Indicates the user access for the view:
  • Global - all users with module access to global portfolio views can use the view.
  • User - only you have access to the view.