How to customize the view of the Asset Ledger or the Investment Plan

You would like to modify the view of the Asset Ledger or the Investment Plan, here’s how

1. Make sure to be in the Base Alternative/Strategic Building Block/Strategic Alternative → Assets → Asset Ledger tab.

2. In the Asset Ledger grid, click on Column located above the grid. Tick/untick the columns you would like to see in the grid.

3. For Investment Plan, you can choose if you want to see the investments horizontally or vertically. Horizontal view is only possible to select in the Asset Mapping tab, since the Investment Plan will then replace the Asset Mapping grid. Vertical view is available in both Asset Mapping and Asset Ledger.