Toolbox: Portfolio Analysis

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    Toolbox: Portfolio Analysis Option

    When you drag the Portfolio Analysis option from the Toolbox, you see tables that show the financial situation of clients and client assignments attached to partners.

    File:dirname/pm/010_Overview/070_Toolbox+Options/130_Toolbox%3A+Portfolio+Analysis/Gen_Toolbox_Portfolio.gif

    Right-click the display to show the pop-up menu. From this menu you can select various display and sort options.

    File:dirname/pm/010_Overview/070_Toolbox+Options/130_Toolbox%3A+Portfolio+Analysis/Gen_Toolbox_Portfolio_dropdown.gif

    Your security group dictates whether or not you will see this bar chart.


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