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Creating a portfolio

Added on: 03/28/20
Difficulty:
Time: 15 min
Category: Tutorials

Creating a portfolio

  1. Are you ready?

    In this tutorial we are going to learn how to create and configure a new portfolio.
    We will use the following parameters:
    Name: My First Portfolio

    Contact Information:

    300 5th Ave
    New York, NY 10001

    Facilitator Prefix:
    ABC
  2. Log in to the system using your Username and Password and switch to the Management => Portfolio Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Locate   General Info  groupbox.

    Note: Code and Create Date are read-only fields. They are filled out automatically.
  4. Enter My First Portfolio into the Nametextbox
  5. Enter New York into the Citytextbox
  6. Enter US into the Countrydropdown
  7. Enter NY into the Statedropdown
  8. Enter 300 5th Ave into the Street line 1textbox
  9. Enter 10001 into the ZIP Codetextbox
  10. Enter ABC into the Facilitator Prefixtextbox
  11. Click   Savebutton
  12. Congratulations, you are done!

    You have learned how to create and configure a new portfolio. Let’s now learn how to attach a reseller to a portfolio.

Related Tutorials

Name Added On Difficulty Time Required Description
How to attach portfolio to a user 08/26/15 15 mins This tutorial will teach you how to attach a portfolio to a user.
Navigating Portfolio perspective 12/30/15 15 mins In this easy tutorial you will learn how to navigate Portfolio Perspective as well as make basic operations with a portfolio.
How to attach a reseller to a portfolio 08/25/16 15 mins This easy tutorial will teach you how to attach a reseller to a portfolio.

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