Creating a New Portfolio

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Click the arrow next to New to select the template to use. For more information, see "About Document Templates".

A blank portfolio appears. Some information may already be filled in, depending on the template used.

• Type:Choose the Type of Portfolio you wish to create.
  
• Portfolio Name:Type the portfolio's full name. This is usually the official or legal name of the workspace. The name must be unique within the organization. The portfolio name is required.
• Portfolio Account Name:Type the account name of the portfolio. This name is used by integration accounts to access specific portfolios in Proliance. The account name cannot have any special characters and any spaces you enter will be automatically truncated.
  
  The account name cannot be changed once the portfolio leaves the Draft workflow state. The account name is required.
• Portfolio Reference:Click the Magnifying Glass drop-down list to open the Portfolio Reference dialog box and select the name of the portfolio on which to base the new portfolio. The dialog box contains all live and template portfolios in the organization, but by default is filtered to display only Template Portfolios. Portfolios in the Draft workflow state are not included.
  
  Your selection cannot be changed once the portfolio leaves the Draft workflow state.
• Copy Reference Data (Portfolio):Select the check box to copy all document and service data from the Portfolio Reference to the new portfolio. If you leave this blank, the new portfolio will contain no data.
  
  Your selection cannot be changed once the portfolio leaves the Draft workflow state.
  
  Note: To select this check box, your security role must have permission to copy portfolio data. For more information, see "About Security Permissions".
• Copy Reference Data (Workspace):Select the check box to copy all document and service data from each of the workspaces in the Portfolio Reference. If you leave this blank, Proliance will copy the workspaces with no data.
  
  Your selection cannot be changed once the portfolio leaves the Draft workflow state.
  
  Note: To select this check box, your security role must have permission to copy workspace data. For more information, see "About Security Permissions".
• Portfolio Time Zone:Select from the drop-down list the time zone where the portfolio's workspaces are located. The portfolio time zone is required.
  
  The option you select is only for reference and does not affect the portfolio's workspaces.
• Daylight Saving Time:Select Yes to indicate that the area in which the portfolio's workspaces are located uses Daylight Savings Time. Otherwise, select No. A daylight savings time selection is required.
  
  The option you select is only for reference and does not affect the portfolio's workspaces.
• Portfolio Currency:Click the Magnifying Glass icon to select the currency used in this portfolio from a list of ISO Currencies. Only one currency may be selected.
  
  The currency you select is only for reference purposes and does not impact any workspace to portfolio conversion. The actual conversion rate used is determined by the Conversion Rate to Portfolio field on the Main page of the currency document.

Please refer to the following for more information on the fields for each page:

• Main
• Properties

The portfolio is saved in a Draft state. You can continue to modify the portfolio properties document in the Organization work area while it is in a Draft state.

After activating the portfolio, Proliance automatically creates copies of the Portfolio Reference's workspaces in their pre-existing state. Proliance then displays an Action Complete page containing three options: "Return to Document", "Return to Register", and "Add User to Portfolio".

Proliance displays the Export to Portfolios wizard. Ensure that before adding yourself to this portfolio, you have a user account. This ensures that you can log on to this portfolio from the Portfolios work area. For more information, see "Creating a User Account".

• Grant yourself access to the portfolio. This ensures that you can log on to the portfolio.
• Select an Administrator category. This ensures that you have administrative permission on this portfolio.

You can now view and access the portfolio from the Portfolios work area.

Important: Before users can see this portfolio in the Portfolios work area, you need to add them to this portfolio. This can be achieved by adding users from either the Staff or Contacts register.