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Portfolio Plan Header Fields

Portfolio Plan Header Fields
 
 
1

Plan Year

1. Plan Year
Required. Year Field
2

Program*

2. Program*
Required. Program Field
3

Portfolio Name

3. Portfolio Name
Enter a name for the Portfolio Planning Worksheet
4

Currency

4. Currency
Currency Header Field
5

Revision

5. Revision
Revision Field
6

Date

6. Date
Read-only. The date the record was created. Right click to open the Define Reminder Dialog.
7

Status

7. Status
Status Field
8

Plan Total

8. Plan Total
Read-only. The sum of the Total field in the details tab table.
9

Selected To Fund

9. Selected To Fund
Read-only. The sum of the Total field in the details tab table where the Fund field is checked.
10

Authorized

10. Authorized
For future use. Read-only. For now this field is always zero.
11

Balance

11. Balance
Read-only. Selected To Fund minus Authorized.
12

Image Gallery

12. Image Gallery
Image Gallery