In the Balancing tab you can balance items using balancing criteria:
- Via the Portfolio app, go to the Balancing tab and click on
BALANCING CRITERIAto expand the menu.
- Choose the items you will be balancing (your balancing scope). You can choose all visible items, selected items only or items in list.
- Then set the balancing criteria. Choose the objectives you want to balance as well. You can also choose from financial categories or your own (custom) fields.
- You can then choose per objective to set a threshold. Here, you can also remove the objective from the balancing criteria.