Create New Review (Select Bucket) 

Use

To create either a single portfolio review or multiple portfolio reviews, you have to execute several steps.

With this Web application, you select the bucket in which you want to create the review. You navigate to this view by choosing Portfolio Management ® Portfolio Management. Choose Create New Review.

Prerequisites

You have created an item or an initiative.

Features

...

       1.      You select the bucket from the displayed list. For more information, see Bucket Selection.

       2.      You click Next to move to the Create New Review (Choose Quantity) view.

       3.      You click Cancel to return to the previous screen.