Difference between revisions of "Portfolio System Settings"
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(Created page with "=='''Overview of IL01PF'''== Category:Portfolios") |
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=='''Overview of IL01PF'''== | =='''Overview of IL01PF'''== | ||
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| + | The Portfolio System Settings module provides a tabbed workspace for use in establishing or changing general setup selections. It contains the default values and the processing control parameters. Ideally you should make these selections before beginning to use the Portfolios system. | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Portfolio | ||
| + | * Double-click Setup | ||
| + | * Double-click Portfolio System Settings. You will see this screen: | ||
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| + | [[File:Portfolio System Settings 1.png]] | ||
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| + | To modify any of the settings on this screen, click Edit. The fields will activate for editing: | ||
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[[Category:Portfolios]] | [[Category:Portfolios]] | ||
Revision as of 15:10, 4 September 2012
Overview of IL01PF
The Portfolio System Settings module provides a tabbed workspace for use in establishing or changing general setup selections. It contains the default values and the processing control parameters. Ideally you should make these selections before beginning to use the Portfolios system.
- From the DDI Connect main menu, double-click Financial Services
- Double-click Portfolio
- Double-click Setup
- Double-click Portfolio System Settings. You will see this screen:
To modify any of the settings on this screen, click Edit. The fields will activate for editing:
