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Be aware of the following when working with a portfolio:
When you make any
change to a portfolio definition, the status automatically changes to
inactive. This ensures that eCredit does not generate statistics for a
portfolio until the definition is completed. You must activate the portfolio
before eCredit will generate statistics. When you create a
new portfolio, the status cannot be changed to active until the portfolio
has at least one member selection criteria and an Exposure portfolio must
have at least one metric selected.
To activate a portfolio:
Select the
portfolio. How? In Search Results,
select the link in the Name column
for the portfolio.
The Portfolio Definition screen appears. Select Active
for the Status option button.
Click Save. |
