...
- With PDC open, select Portfolio Desk.
- Click Create New in the upper left corner of the page.
You see the Create New dialog box. - To have an entity provide you with a predefined set of information, which specifies its unique characteristics, relationships, financial data, and vendor data, you select a policy, or template. From the Select Policy drop-down list, select the policy based on the type of entity you want to create, and then click OK.
The Details tab opens, displaying the policy type that you specified in the Entity Type Description drop-down list. - If the effective date of the entity is for a date in the past or future, use the date selector to select the appropriate date. The Effective Date at the top of the panel defaults to the current date.
- Type an Entity ID. It is a unique alphanumeric identifier of the entity, no more than eight characters.
- You can add optional details about the entity in the remaining spaces on the panel. However, to create an entity, the only information you must provide is an Entity ID.
Details
A
T
Aggregates
A
T
...
Select a Benchmark ID
After you create an entity, you can select a benchmark ID. You can assign any number of benchmarks to an entity. You also can use the same benchmark for different reporting purposes.
...