UI - Views (159)
Information with contextual help about the views in the application.
Entity Structure View
The Entity Structure view automatically diagrams all the entities in your structure and the connections between them through the Allocation Paths you have made. This enables you to easily visualize paths as you're creating them, where you are within an entity structure, and how instruments/transactions/etc will be allocated along paths.
Allocation Path Rules View
An Allocation Path Rule indicates how an Entity within an Allocation Path should allocate using it's Allocation Rules either to other entities within the structure (continuing the path), or to the ultimate owners, or both. This makes an Allocation Path Rule a step along the path.
Allocation Path View
Allocation Paths allow you to specify as many different unique paths through an entity structure to allocate to the ultimate beneficiary owners. You can create as many different paths as you require, and Transactions can be statically or dynamically linked to Paths however you like.
Allocation Amounts View
Allocation Amounts hold the amounts allocated to entities within an Allocation Rule. These amounts are used to proportionally allocate to each entity according to the total amount in the rule. This is an easy way of creating rules using percentages, or total amounts, resulting in the system calculating the proportion correctly regardless.
Allocation Rule View
Allocation Rules allow you specify allocations to individual entities and the proportion in which they should each be allocated to. You can create as many different allocation rules against an entity as you require.
Documents View
The Document View is a view which shows all documents for the current item. This view is part of the Documents Tool Window, but can also be added to any custom layout to show instantly the Documents for any given item and allow them to be updated, downloaded, or new ones to be created. This works well for items such as Tasks that require Documents as part of a configurable workflow.
Comments View
The Comment View is a view which shows all comments for the current item. This view is part of the Comments Tool Window, but can also be added to any custom layout to show instantly the Comments for any given item and allow new ones to be created. This works well for items such as Tasks that require Comments as part of a configurable workflow.
Watchers View
The Watchers View is a view which shows all current watchers for the current item. This view is part of the Watchers Tool Window, but can also be added to any custom layout to show instantly the Watchers for any give item and allow them to be modified. This works well for items such as Tasks that require Watchers as part of a configurable workflow.