Verify that the waterline results are what you expect. Any column constraints that you display in the list also display as constraint gauges at the bottom of the list. The gauges provide variance information about the totals above and below the waterline.
In case the constraint gauges are not visible, click Show Totals on the toolbar.
Note: Investments added to the portfolio after the last ranking appear at the top of the list on the waterline view. The investments are assigned NR (not ranked) in the Rank column. The investments with this rank are not included in the waterline view totals. Run the ranking rules again to include newly added investments.
To determine the deficits or surpluses for a portfolio constraint in a time-scaled display, review the aggregation row values. To help balance the portfolio, make the necessary adjustments for the constraint.
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