Design Requirements for the Portfolio Manager
For the Portfolio Manager to work effectively in Unifier, you will need to create the following components in UDesigner:
Portfolio Attribute Form | Describes the type of portfolio being created, such as "capital." The information from this attribute form appears in Unifier as a record in the Portfolio Manager log. |
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Log for the portfolios | Lists the portfolios currently in use in Unifier. Allows Unifier users to choose the portfolio they want to work with. |
Design Flow
The following outlines the design steps necessary to launch the manager and create a portfolio.
1. Create a data structure (if necessary) | |
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2. Launch the manager | See Launching a Manager. |
3. Create a portfolio detail form See the instructions beginning with Starting an Attribute or Detail Form for a Manager | Mandatory fields for the portfolio form:
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4. Create a log for the portfolios | |
5. Create an integration interface to push information from an approved portfolio to the project/shell attribute form | See Integration. |