The first step in your exciting new journey towards Portfolio Forecaster 2.0 is enabling our
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The scope must updated before you can turn on Portfolio Forecaster 2.0
What scope, you may ask? Sharing is caring, and to be able to share your forecast, we need to check that who you’re sharing has the correct permissions to view the data your sharing with them. |
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Under User-Installed Apps, find Portfolio Forecaster and select Update.
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Now is A confirmation window will then pop up with information about the upgraded scope and ask you to confirm your choice.
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Now it’s time to enable
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