The Role Demand by Goal portlet is a pie graph showing the role demand of investments in a portfolio, grouped by goal. Each pie slice reflects the percentage of the role demand amount that is distributed by goal. Mouse over a pie slice to display the total role demand amount for a goal. The portlet filters include: Investment Type, Above Waterline, Approved, and Active.
To view this portlet, open a portfolio and click the Analysis tab.
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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