In This Article:
The following article explains the functions of the buttons located at the top of the Portfolio Management screen.
These buttons are located on the top right of the portfolio management screen.
|This button is used to toggle the view of the portfolio management screen between left format and right format.
|In the left view (usually the default view), the Portfolio and Information section will appear on the left side of the screen (the toggle button will be grey)
|In the top view, the Portfolio and Information section will appear on the top of the screen (the toggle button will be blue)
|This button is referred to as the Risk Register. Clicking on it will open the Risk Register screen, which appears as below:
|Click this button to open the Filter pop-up, which allows you to apply your preferred filters to the risk register. The pop-up will appear as follows:
|Once the preferred filters are selected, click on the Filter button below or the Clear button to clear the filters:
|Utilize the search bar to look up a specific risk within the risk register.
|Use this button to view the Risk register as a matrix format or not. When selected, the Risk Register will show as follows:
Click this button to open the Notes dialogue box
The next article is on the Portfolio and Information Sections