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About Template Portfolios

Template portfolios exist to provide basic reference information used to populate new portfolios you create in Proliance. Although you can also reference actual live portfolios when creating new portfolios, templates enable you to set out the basic configuration, document, and workspace information that should be applied to new portfolios without carrying over any extraneous information from live portfolios.

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Any workspaces created in a Template Portfolio will automatically be flagged as Template Workspaces.
Template portfolio names in the navigation trail are followed by the text '(Template)'.
In the Main page of a portfolio template's Portfolio Properties document, the attribute 'Flag as Template' is selected.

By default, Proliance comes with one template portfolio named 'Default Template Portfolio', which contains the template managed workspace 'Default Template Managed Workspace'. For information on creating template portfolios, see "Creating a Template Portfolio".