Set up the workspace

For effective management of investments, you must set up the workspace in the Investments section to meet your needs. To do this, answer the following questions:

• Which line items of an investment plan do I need if I need to edit data or details? Do I need to search or filter the investment plan? If so, by which properties? The answer influences which categories, sub-categories, line items and placeholders are visible in the purple colored area in the following screenshot. For more information see Search and filter investments.

• What data do I need? Do I need plan, forecast or other data? The answer to the question influences which columns are displayed in the green area in the following screenshot. For more information see Change the type of data that is displayed.