The tab Financials of a portfolio item card shows the financial information of a portfolio item. Which information is shown and which information can be edited by whom is defined in the Portfolio Model. See Working with Models.
Portfolio Item Card, tab Financials
What you see on the tab Financials of a Portfolio Item Card
1)Select which columns you want to see.
2)Click 
to edit the financial information. Edit the information you want and click Save. Which information you can edit is defined in the Portfolio Model. See Working with Models.
3)Financials per type per period per category. Which information is shown is defined in the Portfolio Model. See Working with Models.
4)Designation of the currency used in the financial grid.
5)The Financial Categories in use for this portfolio item (as defined in the Portfolio Model. See Working with Models).
Note: You can also edit financial information on portfolio items in the financial grid of the portfolio. See Managing financials in a Portfolio.