QRG – Hierarchies – Creation – Modern UX 16.3

QRG - Hierarchies - Creation - Modern UX 16.3

This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document provides information on how to import investments and how to create child / parent relationships. Detail is provided with regard to the export of Hierarchies to PDF format.

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Content Type: QRG

Related Modules: Portfolio/Roadmap Management

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