Portfolio filter

Apply filters to a portfolio.

Portfolios > [Portfolio] > Run Portfolio Analysis > New Portfolio Loss Analysis > Loss Diagnostics: Portfolio Filter

Admin > > Administration Console > Object Management > Aggregate Portfolio Analysis Template: Portfolio Filter

The Portfolio Filter pane displays for portfolios only. It allows the filtering of portfolios when there are many.

Procedure

  1. Select a category, sub-category (e.g. contract type, terms, participation), or a specific company or program UDC.
  2. From the middle menu, select a constraint (e.g. is equal to, is not equal to, starts with, contains, and, or).
  3. For the third specification:
    • When presented with a text input box, enter a value appropriate for the category and constraint chosen.

    • When presented with a menu, make a selection from the listing.

  4. For additional filtering use branch filter row and/or click to add another filter or parent row, or to copy the current row.
  5. Click Apply Filter to apply your filter selections to the Master List; click Reset Filter to revert to the default filter settings.
  6. To close the Filter Criteria section click ; to open it click .