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  5. How can I add objectives from the portfolio in the Balancing tab?

How can I add objectives from the portfolio in the Balancing tab?

Objectives from the portfolio are created in the Balancing tab:

  1. Via the Portfolio app, go to the Balancing tab and click on the icon at the right top.
  2. In the drop-down menu, choose Objectives for this portfolio.
  1. Then click + ADD OBJECTIVE.
  2. Enter the name of the objective and choose the value type. You can choose Number, Checkbox, Text selector or Image selector.
  1. When you choose Number, the input consists of numbers. Set a unit (for example, currency).
  1. When you choose Checkbox, the input consists of a check box, which can be checked and unchecked.
  1. When you choose Text selector, the input consists of a dropdown of text choices that you can set yourself.
  1. When you choose Image selector, the input consists of a dropdown of pre-selected images (such as emoticons or colored flags).

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