Portfolio Investment Cost Plan Status – SQL

The portlet shows which investments within a portfolio has a cost plan and those that do not.

For the ones which do have a cost plan, the Cost Plan? Field shows a Green checkmark.  For the ones which do not have a cost plan, the Cost Plan? Field shows a Red cross.

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RegoXchange Content ID: EX1111

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Content Type: Clarity Studio

Related Modules: Administrative Support

Company: Rego Consulting

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Versions Supported: 15.x, 16.x+

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