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Creating a New Lookup Version

You can create multiple versions of a lookup type used in a portfolio. These versions allow for variations in lookup items between the various workspaces within a portfolio.

ClosedTo create a new lookup version

  1. Open the Lookup Lists register for shared workspaces from the Portfolios work area.
  2. Select the lookup type that requires the new version.

    3. The Lookup Version Manager appears.

  3. Click the Lookup Versions tab.
  4. Click New.

    5. Proliance opens the Lookup Editor where you can enter information about the new version.

Note:

  • It is possible to create lookup versions only for portfolio lookups. Organization and workspace lookups have only the one predefined version.