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Group properties

You can enter the group properties or master data when you create the group. However, you can also check or change these at any time. Proceed as follows, for example:

  1. Select the group in the Explorer and select the PROPERTIES command in the context menu.
    Or highlight the group and select the "Properties" icon in the Explorer toolbar.
    Or highlight the group and press the<F12>button.
  2. Make the desired changes in the "Group properties" dialog box that appears.

  3. Close the "Group properties" dialog box with OK.

The fields in detail:

Field

Description

Name

Enter the unique group name here.
Number

Enter the group number here.

Restrictions

Only available with licensed module "Portfolio Service Extended Portfolio Analysis".

Here you can see the number of restrictions assigned at group level. Select the "Restrictions..." button to the right to assign restrictions to the group or to edit them.

More on this in the section Restrictions.

Messages Plausibility checks

When entering the group properties, plausibility checks may run in the background depending on your personal configuration. Corresponding messages are then displayed above the buttons.

Example: "Note: The 'Number' field must be filled."

To see all other messages, point to the message with the mouse. To see the detailed test results, click on the message.

In these cases, correct your entries before finalizing them.

Please read the section Plausibility checks.

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