Creating Portfolios

You can create a portfolio in several ways. You can create one not based on any existing object, create one based an existing portfolio version, create one inside an existing portfolio version, or create one from a portfolio or a product line originally created in Variant Management.

This task shows you how to:

Create a Portfolio

You can create a portfolio not based on any existing object.

  1. To create a new portfolio, depending on your context, do one of the following:

    Context Action
    Start Activities section on home page Click New Portfolio.
    My Content page
    Inside an existing portfolio's content page

  2. Enter a user-friendly title for the portfolio.
  3. Optional: Enter a detailed description for the portfolio.
  4. Optional: To add an image, do one of the following:

    OptionActions
    Use an existing image.Drag and drop an image into the Image field.
    Upload an image.
    1. Click Upload Image.
    2. Browse to, then select the image.
    3. Click Open.

  5. Optional: From the Portfolio Type list, select the type of portfolio to create.

    Note: This field only appears if you can create more than one type of portfolio.

  6. To create the portfolio, do one of the following:

    Option Action
    Create a Single Portfolio Click Create.
    Create Multiple Portfolios Click Create another.

    Your portfolio is created. The dialog box remains open so that you can create another portfolio by changing the information.
    Note: The Create another command is not available when you create a portfolio from the Portfolio Definition home page. In that context, when you click Create, the app creates a single item then closes the dialog box.

Create a Portfolio Based on an Existing Portfolio Version

You can create a portfolio based on an existing portfolio. The new portfolio contains all of the content of the portfolio on which it is based.

  1. To create a new portfolio, depending on your context, do one of the following:

    Context Actions
    Start Activities section on home page Click New Portfolio.
    My Content page
    Inside an existing portfolio's content page

  2. Enter a user-friendly title for the portfolio.
  3. Optional: Enter a detailed description for the portfolio.
  4. Optional: To add an image, do one of the following:

    OptionActions
    Use an existing image.Drag and drop an image into the Image field.
    Upload an image.
    1. Click Upload Image.
    2. Browse to, then select the image.
    3. Click Open.

  5. In the Create From field, do one of the following:

    Option Actions
    Search for a portfolio
    1. Click .
    2. Select an existing portfolio from 3DSearch results.
    Select a portfolio from the list
    1. Start entering the existing portfolio version's title in the search field.
    2. Select the portfolio from the filtered list.

  6. Optional: From the Portfolio Type list, select the type of portfolio to create.

    Note: This field only appears if you can create more than one type of portfolio.

  7. To create the portfolio, do one of the following:

    Option Action
    Create a Single Portfolio Click Create.
    Create Multiple Portfolios Click Create another.

    Your portfolio is created. The dialog box remains open so that you can create another portfolio by changing the information.
    Note: The Create another command is not available when you create a portfolio from the Portfolio Definition home page. In that context, when you click Create, the app creates a single item then closes the dialog box.

The new portfolio is created and opens. It contains the contents of the portfolio version on which it was based, but it is not connected to it.

Create a Portfolio Within a Portfolio

You can create a portfolio within an existing portfolio. It becomes part of the contents of that portfolio.

  1. Open the portfolio in which you want to create the new portfolio.
  2. Depending on the context, do one of the following:

    Context Action
    In a portfolio that does not yet contain any content Click New Portfolio.
    In a portfolio with existing content Click Add > New Portfolio.

  3. Enter a user-friendly title for the portfolio.
  4. Optional: Enter a detailed description for the portfolio.
  5. Optional: To add an image, do one of the following:

    OptionActions
    Use an existing image.Drag and drop an image into the Image field.
    Upload an image.
    1. Click Upload Image.
    2. Browse to, then select the image.
    3. Click Open.

  6. Optional: In the Create From field, do one of the following:

    Option Actions
    Search for a portfolio
    1. Click .
    2. Select an existing portfolio from 3DSearch results.
    Select a portfolio from the list
    1. Start entering the existing portfolio version's title in the search field.
    2. Select the portfolio from the filtered list.

  7. Optional: From the Portfolio Type list, select the type of portfolio to create.

    Note: This field only appears if you can create more than one type of portfolio.

  8. To create the portfolio, do one of the following:

    Option Action
    Create a Single Portfolio Version Click Create.
    Create Multiple Portfolio Versions Click Create another.

    Your portfolio version is created. The dialog box remains open so that you can create another portfolio version by changing the information.
    Note: The Create another command is not available when you create a portfolio version from the Portfolio Definition home page. In that context, when you click Create, the app creates a single item then closes the dialog box.

The new portfolio version is created and appears in the content list of the portfolio version in which it was created.

Create a Portfolio from a Variant Portfolio

You can create a portfolio based on a variant portfolio created in Variant Management. The new portfolio contains all of the content of the portfolio on which it is based, but it is not connected to it.

  1. To create a new portfolio, depending on your context, do one of the following:

    Context Actions
    Start Activities section on home page Click New Portfolio.
    My Content page
    Inside an existing portfolio's content page

  2. Do one of the following:

    Option Action
    You want the portfolio to inherit its name from the variant portfolio on which it is based Leave the Title field blank. The new portfolio inherits the title of the variant portfolio with -Copy added.
    You do not want the portfolio to inherit its name from the variant portfolio on which it is based Enter a user-friendly title for the portfolio.

  3. Do one of the following:

    Option Action
    You want the portfolio to inherit its description from the variant portfolio on which it is based Leave the Description field blank.
    You do not want the portfolio to inherit its description from the variant portfolio on which it is based Enter a detailed description for the portfolio.

  4. Do one of the following:

    Option Action
    You want the portfolio to inherit its image from the variant portfolio on which it is based Do nothing.
    Note: The portfolio inherits the default portfolio icon if the variant portfolio does not have an image associated with it.
    You do not want the portfolio to inherit its image from the variant portfolio on which it is based
    1. Click in the image inherited from the variant portfolio.
    2. Drop or upload a new image.

  5. To select the portfolio to inherit from, in the Create From field, do one of the following:
    • Click , then from the 3DSearch results, select a variant portfolio.
    • Start entering the variant portfolio's title in the search field, then select it from the filtered list.
  6. Optional: From the Portfolio Type list, select the type of portfolio to create.

    Note: This field only appears if you can create more than one type of portfolio.

  7. To create the portfolio, do one of the following:

    Option Action
    Create a single portfolio Click Create.
    Create multiple portfolios Click Create another.

    Your portfolio is created. The dialog box remains open so that you can create another portfolio by changing the information.
    Note: The Create another command is not available when you create a portfolio from the Portfolio Definition home page. In that context, when you click Create, the app creates a single item then closes the dialog box.

The new portfolio is created and opens. It contains the contents of the variant portfolio on which it was based, but is not connected to it.

Create a Portfolio from a Variant Product Line

You can create a portfolio based on a variant product line created in Variant Management. You can select which content from the variant product line to exclude from the new portfolio.

  1. To create a new portfolio, depending on your context, do one of the following:

    Context Actions
    Start Activities section on home page Click New Portfolio.
    My Content page
    Inside an existing portfolio's content page

  2. Do not enter a title, description, or image for the new portfolio.

    These attributes are imported from the variant product line that you are basing the portfolio on. If you enter them, your entries are not used by the new portfolio.

  3. To select the variant product line to inherit from, in the Create From field, do one of the following:
    • Click , then from the 3DSearch results, select a variant product line.
    • Start entering the variant product line's title in the search field, then select it from the filtered list.
  4. From the 3DSearch results or list, select the variant product line on which you want to base the new portfolio, then click OK.
    The New Portfolios from <Product Line Name> dialog box opens. The model versions associated with the models in the variant product line are listed if they are not in the Obsolete maturity state. They are all selected by default.
  5. Optional: From the Portfolio Type list, select the type of portfolio to create.

    Note: This field only appears if you can create more than one type of portfolio.

  6. Do one of the following:

    Option Action
    You want to include all of the selected model versions and subproduct lines from the variant product line in the new portfolio Click Create.
    You want to specify which model versions and subproduct lines from the variant product line that you want to include in the new portfolio
    1. In the Create column of any model version or subproduct line that you do not want to include in the new portfolio, double-click . The check box is activated.
    2. Click to clear the check box.
    3. Click out of the row. The icon is displayed in the column to indicate that the model version or subproduct line is not be included in the contents of the new portfolio.
    4. Click Create.

The new portfolio is created and opens. All model versions and sub portfolios that you did not specifically exclude are included in the contents of the new portfolio.