Portfolio Plan Header Fields
![1](drex_bullet_1.png) Plan Year
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![2](drex_bullet_2.png) Program*
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![3](drex_bullet_3.png) Portfolio Name
Enter a name for the Portfolio Planning Worksheet
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![4](drex_bullet_4.png) Currency
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![5](drex_bullet_5.png) Revision
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![6](drex_bullet_6.png) Date
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![7](drex_bullet_7.png) Status
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![8](drex_bullet_8.png) Plan Total
Read-only. The sum of the Total field in the details tab table.
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![9](drex_bullet_9.png) Selected To Fund
Read-only. The sum of the Total field in the details tab table where the Fund field is checked.
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![10](drex_bullet_10.png) Authorized
For future use. Read-only. For now this field is always zero.
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![11](drex_bullet_11.png) Balance
Read-only. Selected To Fund minus Authorized.
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![12](drex_bullet_12.png) Image Gallery
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