The Role Demand by Waterline portlet is a pie graph showing the role demand of investments above and below the waterline in a portfolio. The portlet filters include: Investment Type, Approved, and Active.
To view this portlet, open a portfolio and click the Analysis tab. Personalize the Analysis tab to include the Planned Cost by Waterline portlet. After adding the portlet to the tab content, make sure the Above Waterline filter attribute is mapped to the Above Waterline mapping field in the Page Filters tab. For more information, see the Basics User Guide.
This portlet is based on the Portfolio Investment Provider. Fields included in the system provider are available to this portlet and can be added through the configure option. For more information, see the Basics User Guide.
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