Create New Review (Choose Quantity) 

Use

With this Web application, you choose if you want to create a single portfolio review, or multiple portfolio reviews. You navigate to this view by choosing Portfolio Management ® Portfolio Management. Choose Create new review. Then select the bucket and click Next.

Prerequisites

You have selected the bucket.

Features

·        You click either the radio button for Single Review or Multiple Reviews.

¡        If you create a single review at a time, the system creates the review with complete detail data.

¡        If you create multiple reviews simultaneously, the system creates the reviews with less details.

·        Click Previous to go to the previous screen (bucket selector) and select another bucket.

·        Click Cancel to return to the item dashboard or the initiative dashboard.