Copying and Moving Locations in Portfolio Mode

Procedure

To copy or move a location or multiple locations:

  1. Open the Contract List
  2. Open the contract that contains the locations to copy or move.
  3. On the Locations tab, select the item or items to copy or move.
  4. Click Copy/Move.

    The Copy/Move Locations To dialog box appears.

  5. Select Copy or Move.
  6. Select the target database, and then select an existing exposure set.
  7. Type a new contract ID.
  8. Optionally, select Close on Copy/Move.
  9. Click OK.

    A confirmation message appears.

  10. Click OK or Cancel to close the dialog box.