Portfolio Structure of Buckets
(Admin)
Use
Here, you can build the structure of the portfolio by creating a new bucket.
To navigate to this view, choose Administration. Then choose Portfolio Structure in the navigation panel.
Features
You can do the following:
· Create the bucket in the current portfolio
· Create the bucket in an existing bucket within the portfolio.
· Update an existing bucket by selecting it from the bucket list displayed.
Action |
Steps |
|
To create a new bucket |
Click Create New. |
|
To delete an existing bucket |
... 1. Click the box in the first column of the bucket to be deleted. 2. Click Delete. In the hierarchical view, you can delete one bucket at a time. To delete multiple buckets, you have to toggle to Show as Flat List (icon at top right corner). Then hold down the Ctrl key to select multiple buckets and click Delete to delete selected buckets. To delete a block of buckets, hold down the Shift key and click on the first and last entry of the block and then click Delete to delete the block. A bucket cannot be undeleted. |
|
To work with an existing bucket |
Click the name of the bucket in the list. The name is the link to the bucket overview. |
|
Navigation |
Scroll |
The triangles at the bottom of the displayed list facilitate scrolling. The three triangles pointing down help scroll down one row at a time, one page at a time and to the last page, respectively. The three triangles pointing up perform the same function for scrolling upwards. The triangles will be inactive if total number of rows fit within one page. |
Display Format |
You can toggle the button at the top right corner, between hierarchical list display and flat format. Hierarchical view is the default display format. |
|
Export to Excel |
Export to Microsoft Excel (right top corner above the list) |
Here you can export list of select collections to Microsoft Excel. ... 1. Select the items from the list 2. Click Export to Microsoft Excel to access the Export view. 3. Click TableData.xls. |
To search for a bucket |
Sort and filter the displayed buckets to search for a specific bucket object. |
|
Sort |
You can sort the bucket list by columns. Click the heading of the column to sort the list in ascending order. Click again to sort in descending order. |
|
Filter |
The first row is used for filtering the bucket list. Enter a string of characters to filter the buckets containing the string. Enter search strings in multiple columns to narrow the search results. Special characters are not permitted. |
|
Select the Portfolio Structure of Buckets from the List
The first column of each row has a checkbox which is used for selecting the portfolio in that row.
· To select a single portfolio structure of buckets or a bucket from a list, click on the corresponding checkbox.
· To select multiple buckets, hold down the Ctrl key and click the checkboxes corresponding to the portfolios.
· To select a block of buckets, hold down the ShftT key and check the first and last portfolio of the block.