The Select Projection dialog box is your starting point for projections. Either select an existing projection to jump to, or click Add to create a new projection.

Getting to This Dialog Box

From the client's historical statement, click the Projections link at the top of the screen, which brings up the Select Projection dialog box.

Using This Dialog Box

• You have several options for sorting the columns: Last Updated, Projection Name, Basis: Date, # Type, and Currency.

• To select a projection, click the line of the desired projection; from here you have many options available to you by clicking .

• To add a new projection, click the Add button, which takes you to the Create Projection dialog box.

• Right-click on any projection and choose to:

• • Edit

  • Delete

  • Run Reports

  • Run Packaged Reports