Update a Portfolio Measure Target and Actual Value Manually

Target and actual values for portfolio measures that require manual input can be updated to display the current and future trends.

To update target and actual values:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. In the table, select the portfolio, and then select the Measures detail window.
  3. Select the name of the measure.
  4. In the measure trend dialog box, update Target and Actual values.
  5. Select Save.

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