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View the functionality for Portfolio Management in Mercury 6.0

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Mercury 6.0
Acclaimed Contributor

View the functionality for Portfolio Management in Mercury 6.0

I am new to Mercury. I am using 6.0 version and I need access to The Portfolio Management Section and fuctionality. I have the license to Demand Manager and Portfolio manager. What other rights does the admin have to give me? If any? Or am I doing something wrong?
3 REPLIES
Jim Esler
Honored Contributor

Re: View the functionality for Portfolio Management in Mercury 6.0

The admin will need to add you to a security group that has the appropriate Portfolio Management Access Grants.
Mercury 6.0
Acclaimed Contributor

Re: View the functionality for Portfolio Management in Mercury 6.0

I have Portfolio and Demand management Rights. And I can only see the Scoring criteria under the Portfolio Management Tree.(I need to see all the functions)

I need to see every function for the Portfolio Maangement Module. The admin says he has granted me rights to the Portfolio Management Module.


What do I do? Aand what are the security groups that are appropriate for full Portfolio Management Access Grants?
Jim Esler
Honored Contributor
Solution

Re: View the functionality for Portfolio Management in Mercury 6.0

Your administrators can define Security Groups for any combination of capabilities they want. Capabilities are associated with a Security Group by giving them Access Grants.

Access Grants and the capabilities they enable are defined in Table A-1 of the Security Model Guide and Reference manual. You can access this manual from the Documentation selection at the bottom of the Dashboard menu.
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