Access the Controlled Strategy View for Asset Strategy Templates

When you apply a template as a master to an asset strategy, all of the associated records for that template are applied to the strategy. Moving forward, the strategy is controlled by the template. Any changes then made to the template's risks or actions will also be reflected in the strategies it controls.

Steps

Access the ASM Overview page.

Select the Templates tab.

The Templates section appears, displaying a list of available templates.

Select the template from which you want to access the Controlled Strategies view.

The Strategy Details Strategy Template workspace appears.
Select the Controlled Strategies tab in the Strategy Details Strategy Template pane.

The associated strategies will appear. In this workspace, you can then add existing strategies or remove strategies.

What's Next?

Create a Strategy Template
Remove Strategies in Templates