Creating Objects

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:

1. From the Setup drop-down list, select the hierarchy in which you want to create the object.
2. Select the folder in which you want to put the new object.
3. 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.