In general Portfolio Planner screens are used to collect and display information. They also provide links to open Popup worksheets. Portfolio Planner screens consist of six main areas that fill the browser window:
Portfolio Planner information is displayed and collected in two formats:
In general Portfolio Planner screens are used to collect and display information. They also provide links to open Popup worksheets. Portfolio Planner screens consist of six main areas that fill the browser window:
Portfolio Planner worksheets are used to collect (add) and edit information details. Worksheets pop up in front of a screen and consist of two main areas:
