Portfolio Home Page
The Portfolio Home page provides tools for managing data in the portfolio. You can access this page by clicking the Home icon to the left of the portfolio title.
There are two main features of this page:
- Buttons
- Snapshot table
Portfolio Home Buttons
The Portfolio Home buttons run across the top of the Portfolio Home page, just below the main navigation bar. You can select which buttons appear on a Portfolio Home page through the Configuration menu in the upper right corner of the page.
To configure your Home buttons:
-
Click on the Gear icon in the upper-right corner of the page. This opens the Configuration menu.
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To add a new button, click on the Plus icon to the right of the Buttons heading.
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Select a button to add from the menu that appears.
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To remove an existing button, click on the X icon next to the name of the button.
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Click the X in the upper-right corner of the menu to close the menu and save your changes.
The buttons you selected will appear above the Snapshot table in this Portfolio Home page.
Available Buttons
| Button | Description |
|---|---|
| Configure Portfolio |
Opens the Configure Portfolio page. From here, you can edit the portfolio's properties, content, permissions, and convert the portfolio. |
| Manage Inputs | Opens the Portfolio Input Publication Summary. |
| Copy Portfolio | Creates a copy of the Portfolio. |
| Clear Unsaved Changes | Clears any unsaved changes in the portfolio. |
| Download populated Analytica model (Download Populated Model) | Downloads a copy of the project data for use with Analytica. This option is only visible to Admins. |
| Open an Analytica typescript console (Model Console) | Opens a console where you can enter typescript commands. This option is only visible to Admins. |
Portfolio Home Tables
The Home tables provide you with a list of snapshots and workspace changes. You can select which tables appear on your Home page. See Working with Tables to learn how to configure these tables once they are on your Portfolio Home page.
To add tables to Portfolio Home:
-
Click on the Gear icon in the upper-right corner of the page. This opens the Configuration menu.
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To add a new table, click on the Plus icon to the right of the Tables heading.
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Select a table to add from the menu that appears.
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To remove an existing table, click on the X icon next to the table's name.
-
Click the X in the upper-right corner of the menu to close the menu and save your changes.
The tables you selected will appear below the buttons in this Portfolio Home page.
Available Tables
| Table | Description |
|---|---|
| Snapshots | Displays a list of snapshots included in the portfolio. Clicking on a snapshot will open the project. |