Portfolio View Save As Dialog Box

Overview

Use this dialog box to save the current portfolio view as a new portfolio view or as a new scenario.

Screen Elements

Title field

A name for the portfolio.

Save the portfolio view as a options

Choose one of the following options:

  • New Portfolio View
  • New Scenario

This portfolio view is available to options

The value indicating who can access the view.

  • Current User: Enables you to access the view.
  • All Users: Enables all users to access the view.
  • Another User: Enables only the users you specify to access the view.

Getting Here

  1. Click "" Portfolios.
  2. On the Portfolios navigation bar, click "" Portfolio Analysis.
  3. On the Portfolio Analysis page, click "" Save As.

Related Topics

About Portfolios

Working with Portfolios

About Portfolio Views

Working with Portfolio Views

About Portfolio Scenarios

Working with Portfolio Scenarios

Creating Portfolio Scenarios

Creating Portfolio Views

Sending E-Mail About Scenarios


Copyright information