List Tab

The List Tab shows the list of Portfolios included in the system. The list shows the characteristics such as Portfolio ID, Model ID, and description in each column. A detailed explanation of configurable columns is located in Portfolio Properties on the General Tab.

Actions

The following common actions are available on the Portfolio List Tab toolbar.

• Save.
• Discard.
• Refresh.
• Edit (Portfolio Properties).
• Add.
• Delete.
• Duplicate.
• Filter Editor.
• Filter by Selection.
• Apply Filter.
• Clear Filter.
• Save Filter.
• Show Auto Filter Row.
• Column Chooser.
• Full Screen.
• Export Grid to Excel.
• Commit Item Forecast to Master.
• Refresh Item Forecast from Master.
• Show Dependents.

The following Portfolio actions are available in the Actions and Tools menus.

• Forecast (Portfolio Actions).
• Generate Portfolio ADU Forecast (Portfolio Tools).
• Generate Portfolio ADU Session Forecast (Portfolio Tools).