Adding Exposure Portfolios

Procedure

To add an exposure portfolios:

1. Select Portfolio Management.
   The Portfolio Search screen appears.

2. Select Create New Portfolio.
   The Portfolio Definition screen appears.

3. From the Portfolio Type list, select Exposure.
   The Portfolio Definition screen refreshes to display the Portfolio Type Details section for Exposure portfolios.

4. In the Portfolio Type Details section, from the Period Type field, select the time period that you want to use to group portfolio data.

The selections you make for Period Type, and the type of metrics you include in the portfolio, affect the available options for grouping data. More

5. In the Groups section, select either Business Unit, Collector Group, or Period Type for grouping the data.

6. Enter details for the portfolio, and click Save.
   The following message appears: "Portfolio created and marked as Inactive. Please create member selection criteria to complete portfolio definition. Record saved successfully."

You must add member selection criteria and at least one metric before you can activate the portfolio.

7. You can now:

• Add member selection criteria. This is required to activate a portfolio. How?

• Add metrics. This is required to activate the portfolio. How?

• Add metric selection criteria. This is optional. How?

• Add a default metric selection criteria. This is optional. How?