The new hierarchy control supports full drag and drop capabilities. Portfolio is used to measure and predict company performance based on future volumes and valuations generated by the application. Portfolio can be configured to the client's corporate structure and business processes as many of the input variables are defined by users. Corporate Evaluation Merak Portfolio has been specifically designed to assist companies with their internal asset and cash management. Portfolio is a powerful stand-alone application and when combined with Peep, it becomes a dynamic integrated solution.
Smart import allows the automatic placing of Peep cases into the Portfolio hierarchy.
This improves the flow of data throughout a company, helping to maintain data integrity. The Portfolio navigation window conveniently organizes all types of information including entity and data documents, cases and wells. Portfolio's hierarchical navigation tool used for organizing and displaying data. Any number of user-defined hierarchical levels can be incorporated for organizing and displaying data. The lowest level of the hierarchy is the Entity level which can inherit the data defaults from higher levels of the hierarchy.