The Master Data Page Overview

Use the Master Data page to review your portfolio's master data. Master data is a set of metrics with constant period-to-period values (e.g. price: every year may have a different forecasted price, but that price will not change or shift in time during an optimization).

Master Data is organized using opportunities that act much like conventional opportunities (the data mapped to them is organized into metrics). However, the "opportunities" that your master data is mapped to behave differently than other opportunities — they cannot be selected like other opportunities, but their data is always available for building computed metrics.

Master data cannot be modified on this page. To modify a portfolio's master data, you will need to add your changes to the appropriate Excel template, and import your changes (overwrite your existing master data) using .