9.4.1 Viewing Portfolios

To view a portfolio:
  1. Login to STSA.
    The Workspace Summary page is displayed.
  2. In the Workspace Summary, Sandbox tab, launch the required workspace.
  3. Click Building Blocks and click View in the Portfolio section.
    The portfolio summary page is displayed.

    All the details of the portfolio are displayed such as portfolio name, version, and dimensions.

    If there are multiple versions of a portfolio, the latest version of the portfolio is listed at the top of the hierarchy.

  4. To view the details of a particular portfolio, click the portfolio or select the check-box against the portfolio and click more options and then click View.

    All the details of the portfolio are displayed such as portfolio name, description, dimensions and selected hierarchical members.

    The Audit Logs section displays the user who created the portfolio definition and the last user who modified the portfolio definition.

    To view any comments associated to the portfolio definition, click the Comments tab.

    To view any tags associated to the portfolio definition, click the Tags tab.

    The Tags column is now available and displays the tags associated with each portfolio.

    When a bank-wide portfolio is selected in View mode, the following message is displayed: “Bank-wide portfolio is enabled. Individual portfolios are not shown." This replaces the earlier message “No Data Available.”

  5. To search a portfolio with a keyword, select from the options displayed under the search bar or type the word.
  6. To sort the portfolio listed on the page as per the available preferences, click the Sort By drop-down menu.
    You can sort the list based on the following options:
    • Selected - sorts the list of objects that are selected.
    • Recently Created - sorts the list of objects that are created recently and places them at the beginning.
    • Recently Modified - sorts the list of objects that are modified or updated recently.
    • Reset - sorts the list of objects as per the default view (alphabetically).
  7. To return to the summary page, click Portfolio Summary or the Cancel button.