Update a Portfolio Measure Target and Actual Value Manually
Target and actual values for portfolio measures that require manual input can be updated to display the current and future trends.
To update target and actual values:
- In the object selector, select Portfolio, and then select View Portfolios List.
- In the table, select the portfolio, and then select the Measures detail window.
- Select the name of the measure.
- In the measure trend dialog box, update Target and Actual values.
- Select Save.
Tips
- You can also do this from the portfolio Scorecard page or workspace Summary Scorecard page.
- To view the expression defined for the measure, including any applicable thresholds, select Measures Definition in the measure trend dialog box.
Last Published Tuesday, November 19, 2024