Portfolio View
Portfolio View
Portfolio View allows you to see at-a-glance, all Assets and Coverage items for an End User Company in a single location.
Note that Portfolio View is grouped by Brand and then by Asset Location with the ability to select items using check boxes. You can use the +/- control to expand the Assets and Coverage Items for those Assets and then check Assets or Coverage Items from the subgroups and add them to the appropriate Clipboard (Asset Clipboard or Coverage Clipboard) for further operations.
Note: The (e) signifies that you must select an End Customer from the Customer Selector dropdown in order to view the Portfolio of the specific Customer.