View or Edit Substitute 

Use

This view displays the main section for substitutes. You navigate to this view, by choosing Portfolio Management → Substitute. You can assign a substitute to the following portfolio areas:

·        Bucket

·        Collection

·        Item

·        Portfolio

·        Review

Features

●      To assign or unassign a substitute, you select in the Porfolio Area field the respective portfolio area. Then you select the object and click Assign. In the Search User dialog box, you search for a user you want to assign to this object and add this user to the Selected User list.

●      You can remove a substitute by clicking Unassign above the substitute table.

●      You can export a list of substitutes to Microsoft Excel by using the Export to Microsoft Excel function