Overview
The Portfolio Intelligence & Monitoring (PIM) offers rapid insights into your portfolio directly from the home screen, enabling you to swiftly access the information you require.
Navigating the PIM Home screen
Select Portfolios: Choose the portfolio you would like to be displayed on the Portfolios homepage.
Filter Portfolios: Use the search to find and select the portfolio you wish to display on the home page.
Favoriting Portfolios: You can favorite a portfolio by clicking on the star to the right of the name.
Favorites List: Your favorited portfolios will be shown on the left side of the screen, along with the most recent time the portfolio information was updated.
Total Properties: Total number of properties being monitored and the date of the last data update.
Audit Lifecycle:
Created By: Displays the person who submitted the portfolio, as well as the date and time
Last Modified By: Displays the person who last modified the portfolio, as well as the date and time
Portfolio Settings: Displays the portfolio services and what services are currently available.
Portfolio Overview: Displays the portfolio services and the current monitoring count for each. Includes links to go directly to the dashboard view.
Recent Changes: A chart icon will appear in a Portfolio Overview tile if there have been modifications to the analysis report in the last 7 days.
Shortcuts
Place an Order: Directs you to the ordering interface to establish or adjust current portfolios.
Manage Portfolio: Access and oversee all current orders.
Araya: Return to the Araya main screen.
Updates and Support
Knowledge Base: Utilize the PIM resource for troubleshooting or to discover new features.
Contact Us: A form to create a ticket for our support team to help with any problems.