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Create New Review (Multiple) 
In this view you can create several new review objects at once with limited information.
You navigate to this view by choosing Portfolio Management. Then choose the Create New Review action link. Select a bucket. Select Multiple Reviews.
When you create multiple reviews, the reviews are created for a bucket and are applicable to selected items or initiatives within the bucket. Later, you can access the reviews by choosing Portfolio Management. Then choose Reviews and select the review. You can add more information in the Review Overview view.
Here you can provide the general information for the reviews:
Field |
Status |
Explanation |
Add More Rows |
As necessary |
The table displays 10 rows for entering the reviews. If additional reviews need to be added, specify the number and click OK. |
Review Name |
Mandatory |
This is an alphanumeric field. |
Date of Review |
Optional |
Enter date manually or select using the date picker. |
Status |
Mandatory |
Select the status of review from the drop down list. |
Number of Items |
Generated by system |
Displays the number of items or initiatives already associated with the current review. |
Initiated by |
System Generated |
Displays the user creating the reviews. |
Bucket Name |
System Generated |
Displays the bucket name selected in the previous screen. |
External ID |
Mandatory |
Unique identifier. |
Navigation |
Scroll |
The triangles at the bottom of the list facilitate scrolling. The three triangles pointing down help scroll down one row at a time, one page at a time and to the last page, respectively. The three triangles pointing up perform the same function for scrolling upwards. These triangles are inactive if all reviews fit within a page. |
Export to Microsoft Excel |
Export to Microsoft Excel (right top corner above the list) |
Here you can export list of select collections to Microsoft Excel. ... 1. Select the items or initiatives from the list 2. Click Export to Microsoft Excel to access the Export view. 3. Click TableData.xls. |