Managing Items in Portfolio Versions or Sellable Items

You can manage the content of a portfolio version or sellable item by adding, removing, or replacing items. You can add any type of indexed content to the portfolio version or sellable item.

This task shows you how to:

Before you begin: Open the portfolio version or sellable whose content you want to manage. For more information, see Opening Portfolio Versions or Opening Sellable Items.

Add Items

You can add any indexed item to a portfolio version or sellable item. Some common types of content are users, model versions, and other portfolio versions or sellable items.

  1. From the page toolbar, click Add.
  2. Optional: Use the 6WTags or predefined queries to narrow the returned search results to only the types of items that you want to add.

    For more information, see Refine App Content by Selecting Tags and Searching with Predefined Queries.

  3. From the 3DSearch results, select one or more items to add.
  4. Click OK.

The selected items are added to the portfolio version or sellable item.

Remove Items

You can remove items from a portfolio version or sellable item.

Note: You can remove a single item by selecting Remove in the item's context menu.

  1. Select one or more items that you want to remove.
  2. From the page toolbar, click Remove.

The selected items are removed from the portfolio version or sellable item, but are still available in the database.

Replace Items

You can replace an existing item with another item of the same type or another revision of the same item. For example, you can replace a model version with a different model version or another revision of the same model version.

  1. Select an item that you want to replace with a different item.
  2. From the page toolbar, click Replace by, and then select one of the following options:
    OptionDescription
    Replace by Latest Revision Automatically replaces the current revision of the item with the latest revision of the item.
    Replace by Existing Opens the 3DSearch results containing all available items of the same type. Select an item, and then click OK.
    Replace by Revision Opens the Revisions dialog box showing all revisions and branches of the item. Select a revision or branch, and then click OK.

The existing item is replaced in the portfolio version or sellable item.

Make Items Children of Other Items

You can drag and drop an item into another item to make it a child item of that portfolio version or a sellable item.

Tip: Click Navigate Structure to view the structure of the portfolio versions and sellable items. For more information, see Navigating through Commercial Portfolios.

  1. Select an item by doing one of the following, depending on your context:

    List View Action
    Grid View Click the item's Grip.
    Tile Click the item's tile.
    Thumbnail Click the item's thumbnail.

  2. Drag the item over another item and drop it.
    The item is removed from the current portfolio version or sellable item. It is added to the Items tab of the target portfolio version or sellable item. This creates a hierarchical, parent-child relationship between the two items.

View Information about an Item

You can view information about each item in the portfolio version or sellable item.

  1. From the context menu of the item, select Information.
    If it was not already displayed, the Information pane opens.
  2. Select the Information tab.
    The item's properties are displayed. They are specific to the item type. The information is read-only. For more information, see Properties.

Comment on Items

You can add comments to an item in the contents of a portfolio version or sellable item.

  1. From the context menu of the item, select Information.
    If it was not already displayed, the Information pane opens.
  2. Select the Comment tab.
  3. Add comments about the item.

    For more information, see Comments.