You can create objects in the hierarchies. In the Items and Portfolios hierarchy, you can create Portfolios in other Portfolios, but:
- Items can only be in a Portfolio of Items.
- Portfolios can only be in a Portfolio of Portfolios.
- Portfolios of Items and Portfolios of Portfolios may be in the same Portfolio of Portfolios.
- Items and Portfolios cannot be in the same Portfolio.
To create objects:
- From the Setup drop-down list, select the hierarchy in which you want to create the object.
- Select the folder in which you want to put the new object.
- From the New drop-down list on the toolbar, select the object you want to create.
The General window of the New Object Wizard appears. For each object, the window will be different.