Create a New Portfolio

To create a new portfolio:
  1. Verify that the project control table contains the required variables. For more information, see Prerequisites for Creating Portfolios.
  2. Select a folder or create a new folder in which to store the new portfolio.
  3. Click Create a new item and select New Portfolio. The New Portfolio window appears.
    Note: Alternatively, you can right-click a folder and select New Portfolio.
    New Portfolio
    Note: The value for the initial version is auto-populated and is the version name that is created within each project for the new portfolio.
  4. Enter a name for the portfolio.
  5. (Optional) Enter a description for the portfolio.
  6. Click Browse to select the control table. Click OK.
  7. Click Browse to select the location of the model SPK files that are specified in the control table. Click OK.
  8. Select a model function to indicate the type of models that should be imported into each project within the portfolio.
    New Portfolio
  9. Click Next.
  10. Click Browse to select the input and output tables. The input and output variables in the tables are applied to all of the projects.
    New Portfolio
    Click Next.
  11. Specify the project properties to apply to all projects within the portfolio. The properties are used to perform tasks and generate reports.
    New Portfolio
  12. Click Next to view the summary of information that has been specified.
    New Portfolio
  13. Click Finish. The new portfolio appears in the list.
Last updated: February 14, 2017