Investments: Creating and Editing

This process encompasses creating new Investments and editing existing investments.

1. To access the investment area, select the Investment option from the Portfolio menu on the left.

2. To create a new investment, select the 'Create Investment' button option at the top of the list page.

• Fill out all required fields.
  •  Note: if data for this investment will be submitted to the ITDB, select the 'Submit to ITDB' status value, otherwise select 'Exclude from ITDB'.

• Select the ‘Save’ button at the top of the screen when done.

3. To edit an investment, select the desired Investment from the list screen provided.

• Select the ‘Edit’ button option from the top of the screen.

• When all desired edits have been made, select the ‘Save’ button option from the top of the screen.