Portfolio Module
This section encompasses creating and editing Investment, Component, Budget Item and Activity data.
- Investments: Creating and Editing
- Investments: Navigating the Investment Screen
- Components: Creating and Editing
- Components: Adding Applicable Periods (FMB and Admin Users only)
- Budget Items: Creating
- Budget Items: Saving and Accessing Placeholder Budget Items
- Budget Items: Create a New Budget Item by Copying an Existing Budget Item
- Budget Items: Creating and Editing Budget Data
- Approving Draft Budget Items
- Budget Items: Splitting a Budget Item
- Budget Items: Adding and Removing NEIMA Flag/Amount on Budget Item
- Budget Items: Add/Remove Carry Over on Budget Item
- Budget Items: Managing Applicable Periods