There are no numbers in the Fixed-Income style box. I chose Open Client from the File menu in Portfolio Mode, but I don't see it on my screen. Most users will find Scheduled Portfolios useful for hypothetical portfolios. For example, you can show a client what her situation would be today, had she come to you for investment advice three years ago.
Scheduled Portfolios take into account loads, taxes, and cash flows.
They use the portfolio's actual investment history to calculate final values. Some financial planners might find Scheduled Portfolios helpful for reporting purposes, as well. Unscheduled Portfolios are useful for showing your client how her portfolio looks today because they use current allocations to determine current composition and weighting information. The Advisor Palette in Principia Pro is organized so that you can construct multiple portfolios and save them under a single client name. For example, if your client has an IRA account and a taxable account, you can create separate portfolios for the two accounts, but keep them under the same client name.