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Investment Permission in Portfolios?

Question asked by Robert Ensinger on Apr 18, 2017
Latest reply on Apr 19, 2017 by Kathy Dobson

What dictates the Investment Permissions in the results of a Portfolio Contents query?


If Portfolio Manager A has view on all projects in OBS A and OBS B, if their Content query is "All Active Projects" - would I expect to get all Active in OBS A and OBS B?


If I change the Portfolio's Manager to Portfolio Manager B and they only have OBS A view, would I expect the contents to change on next sync, dropping the investments from OBS B?


Are the Contents constrained 'real time' by the permissions of the user in the Portfolio Manager field?