Portfolio Scenarios › Scenario Constraints › Work with Scenario Investments › Approve and Unapprove Scenario Investments

Approve and Unapprove Scenario Investments

Determine which investments you want to approve or unapprove for your scenario. Use the scenario investments page to approve a scenario investment, or to reverse its approval in the scenario. If a portfolio scenario is set to unapproved in the scenario, then all its contributions and its child contributions are discarded from the scenario.

To unapprove an investment, set the Approved flag for that investment to No.

Follow these steps:

1. With the portfolio open, click Scenarios.

   The portfolio scenarios page appears.

2. Click the Scenario Investments icon next to a scenario.

   The scenario investments list page appears.

3. Next to an investment, set the Approved flag to Yes.
4. Click Save.