Infront Portfolio Manager

Create empty order sessions

"PSI Order Entry" module or "Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

Proceed as follows to create an empty order session:

  1. Select the "Order book" icon on the "Ordering" tab.

  2. icon_plus_EN.png Select the "Create new session" icon in the "Order book" dialog box that appears.

  3. Enter a name for the order session in the "Create order session" dialog box that appears and confirm with "OK".
    The created order session appears in the list of sessions. Read the section Edit order sessionsto find out how to change the name and status of an order session.

To create an (empty) order session, you need the system right "Edit session". If necessary, read the chapter User administration.