Assign supervisors to portfolio profiles

Module "Portfolio Service Extended Portfolio Analysis"

You can assign supervisors to portfolio profiles. Proceed as follows:

1. On the "Data maintenance" tab, select the PORTFOLIO PROFILE command in the "Manage objects" icon menu.
2. In the "Manage portfolio profiles" dialog box, switch to the "Supervisor" mini-tab. There you will see the data of the currently assigned supervisor.
   

   

3. Select the "Assign supervisor..." button.
4. You can select a different supervisor in the "Manage supervisor" dialog box that appears. You can also edit the currently assigned supervisor.
5. Close the "Manage supervisors" dialog box with "OK".
   The new data is displayed on the "Supervisors" mini-tab.
6. Save your entries with the "Save" button.
7. Close the "Manage portfolio profiles" dialog box with the "Close" button.