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Creating a New Strategic Theme

This feature is available in Ultimate edition only.

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Overview

Follow these steps to learn how to create a new strategic theme.

How To

  1. From the main menu, select Portfolio Planning > Portfolio Tree.

  2. Click on the Strategic Themes tab (at the bottom of the page) to expose the grid.

  3. Click Add Strategic Theme. The Strategic Theme window opens.

  4. Enter the required information and click Save.

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