Create a Portfolio Model from a Portfolio
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In Principal Toolbox all portfolios are based on a portfolio model. A portfolio model defines the behaviour of a portfolio:
•The field configuration
•The financial configuration
•The page lay-out of portfolio items
•The available report models
•The available Automated Reports
In a portfolio it is possible to deviate from the behaviour of the portfolio model. And then, it is possible to save that changed behaviour as a new portfolio model. This new model can then be used when creating a new portfolio.
Note: it is also possible to create new portfolio models by exporting and importing an existing portfolio model (at the tab Models).
Create a portfolio model from a portfolio (Note: option available depending on your role)
Step 1. Navigate to the tab Portfolio Management.
Step 2. In the section Portfolios, select a portfolio row and click Create Model, a dialogue box appears.
Step 3. In the dialogue box, enter a name for the portfolio model and click OK; a portfolio model is now created in the tab Models.