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Querying Portfolio Plan Investment contents

Question asked by MichaelVonBrunak on Aug 11, 2015
Latest reply on Dec 14, 2017 by jersoncruz5805

Hello,

 

I am trying to retrieve the list of investments that have been associated with a specific Portfolio Plan in 14.2. I am able to retrieve the Portfolio, and link it to a specific Plan version. I see that there are tables for Portfolio Investments, but they appear to be at the Portfolio level, whereas I would like to see only the Investments with a specific Portfolio Plan version.

 

thanks!

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