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CCH Software User Documentation

Toolbox: Portfolio Analysis

Toolbox: Portfolio Analysis Option

When you drag the Portfolio Analysis option from the Toolbox, you see tables that show the financial situation of clients and client assignments attached to partners.

File:dirname/pm/010_Overview/070_Toolbox+Options/130_Toolbox%3A+Portfolio+Analysis/Gen_Toolbox_Portfolio.gif

Right-click the display to show the pop-up menu. From this menu you can select various display and sort options.

File:dirname/pm/010_Overview/070_Toolbox+Options/130_Toolbox%3A+Portfolio+Analysis/Gen_Toolbox_Portfolio_dropdown.gif

Your security group dictates whether or not you will see this bar chart.


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