Standing process overview page
Main components of the Standing process page:
• Overview of all assets in your portfolio. Click on the asset code in the first column to navigate to the details page of each asset.
On the details page, the following buttons are available:
◦ The Messages 
button
buttonClick this button to open the Messages to open the Messages window and start conversations with other users.
◦ KPIs 
button
buttonClick this button to open the KPIs menu where you can select which Key Performance Indicators (KPIs) are displayed.
• Assets consisting of multiple properties are displayed as an expandable tree. Use the buttons 
and 
to expand or collapse the tree:
and to expand or collapse the tree:
• Column settings and General settings button
Click the 
button to customize display preferences and general settings. For more details, refer to. For more information, see Working with the data grid.
button to customize display preferences and general settings. For more details, refer to. For more information, see Working with the data grid.• Export to Excel
Click the 
button to download data in Excel format.
button to download data in Excel format.• Use the navigation panel to access the Financial Statements, Reports, Analysis and Audit Trail data of your portfolio. This can be done for your entire portfolio – encompassing all assets – or for the selected asset.