For the Portfolio Manager

The Portfolio Manager needs attribute forms to collect summary information about the portfolio, including its name and the date the sheet was last updated.

Before you can design an attribute form, you need to create a portfolio in the Portfolio Manager. For portfolios, the "attribute form" is called a "detail form" in uDesigner.

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Portfolio Manager.
  3. On the right pane, click New > Portfolio. The Edit Studio window opens.
  4. Use the information in the table below to complete the General tab.
  5. Click OK. After you click OK, uDesigner displays the name of the portfolio on the right pane. At this point, you should create a detail (attribute) form for the portfolio.
  6. Double-click the portfolio name.
  7. In the Navigator, click the Detail form node.
  8. In the right pane, click the New button. Unifier displays a form design window.
  9. Enter a name and description for the form and click OK. Unifier displays the name of the form in the right pane.
  10. Double-click the form name on the right pane. The Edit Studio window opens.

    At this point, you can add the content to the form. See Adding Blocks to the Attribute Form and also Adding Fields to the Form.

In this field:

Do this:

Name

Enter a name for the portfolio. The name can be up to 64 characters long and can include alphanumeric characters, spaces, and punctuation marks.

Description

(Optional) Enter a description of the portfolio. A description is optional, but recommended.

Type

This field confirms that you are creating a capital portfolio type.

Level

Specify whether this portfolio will be at the company level or project/shell level.


Last Published Monday, June 3, 2024