Configure a Timescale

Configure the timescale interval for a page.

Note: View options may vary per page. The title of the Settings icon may be specific to the grid or detail window that the icon pertains to.

To configure a timescale:

  1. Navigate to a page, and then select Settings.
  2. On the Manage Views or Settings panel, select Timescale.
  3. In the Timescale Standards Settings section, select a timescale interval.
  4. Apply the view:

    In the Manage Views panel:

    1. Select Save. When selected, you are saving all changes to the current view.
    2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
    3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
    4. Select Reset.
    5. Select Close.

    In the Settings panel:

    • Select Save.

      Note: If you are changing the timescale on the Time Phase view of the Fund Sources page, remember this: You can only distribute quantities for a time-phased fund if the Timescale setting you choose here matches that fund's Distribution Type value. For example, if you want to distribute quantities for a fund that has a Distribution Type value of Yearly, you must first set the Timescale value to Yearly.

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