You can add elements to the hierarchy. When you add an object to an additional folder within a hierarchy, in affect you are making a reference to the object. When you add a portfolio to another portfolio, both portfolio subtrees are available when navigating in an object.
To add elements, you need Edit permission on the target.
Adding an object does not change the object's home folder. If you add a folder, you add the folder and all its contents.
To add objects and portfolios:
- From the Setup drop-down list, select the hierarchy from which you want to add the object/portfolio.
- Select the object/portfolio you want to add.
- From the toolbar, click Add to. The Add To dialog box appears.
- To create a new folder, select the location in the hierarchy in which to place the new folder and click New. The New Folder dialog box is displayed. Enter the name of the new folder and click OK. The new folder is added in the hierarchy.
- Select the folder to which you want to add the object/portfolio.
- Click OK. The objects are added to the selected folder. The added objects are referenced objects.