Create New Review (Single) 

Use

With this Web application you can create a single review object. A review is created at a bucket level and is applicable to select items or initiatives within the bucket.

You navigate to this view by choosing Portfolio Management ® Portfolio Management. Choose Create New Review. Then select a bucket and click Next. Select the Single Review radio button.

Prerequisites

You have selected a bucket.

Features

To expand/collapse all trays, click the overlapping triangles icon at the top right.

To expand/collapse individual trays, click the icon at the top right of respective tray.

General Information

You provide the general information for identifying the review.

Field	Status	Explanation
Review Name	Mandatory	Alphanumeric field
External ID	Mandatory	This is a unique identifier for the review.
Description	Optional	Provide description detailing the purpose of the review.
Bucket Name	System Generated	The name of the bucket selected in the previous screen is displayed by the system.
Updated by	Updated by the system	Displays the user who last updated the Review.  During creation, your ID would be displayed.
Activated by	Updated by the system	System displays the user who activated the review.
Status	Mandatory	Specify whether the review is Active or Inactive by selecting from the drop down menu.
Review Date	Optional	Specify the date on which the review would be used to monitor the items or initiatives associated with it. Enter manually, or use the Date Picker.

Items for Review/Initiatives for Review

You can add items or initiatives by searching them based on specific criteria.

The selection of the appropriate item(s) or initiative(s) is done in the following stages:

...

       1.      Identify the item or initiative.

       2.      Add the item or initiative to the list of Selected Item or Selected Initiative.

Authorizations

You can add and remove users and change their authorizations to access the review. The user creating the review is automatically added with administration rights.