View/edit financial information on the Portfolio Item Card

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The tab Financials of a portfolio item card shows the financial information of a portfolio item. Which information is shown and which information can be edited by whom is defined in the Portfolio Model. See Working with Models.

 

portfolio item card tab financials

Portfolio Item Card, tab Financials

 

What you see on the tab Financials of a Portfolio Item Card

1)Select which columns you want to see.

2)Click pen-symbool03 - lichtblauw to edit the financial information. Which information you can edited is defined in the Portfolio Model. See Working with Models.

3)Financials per type per period per category. Which information is shown is defined in the Portfolio Model. See Working with Models.

4)Designation of the currency used in the financial grid.

5)The Financial Categories in use for this portfolio item  (as defined in the Portfolio Model. See Working with Models).

 

View/edit financial information on the Portfolio Item Card

Step 1. Navigate to the portfolio item card (e.g. in a portfolio, click the portfolio item name), to the tab Financials

Step 2. Click pen-symbool03 - lichtblauw to edit information in the financial grid.

Note: which information can be edited depends on your role and on the financial configuration (as defined in the Portfolio Model. See Working with Models).

Step 3. Edit the information you want and click Save.

 

Note: It is also possible to edit financial information on portfolio items in the financial grid of the portfolio. See Managing financials in a Portfolio.