Portfolios

• Create a portfolio
• Rename
• Add objects
• Delete
• Translation status

A portfolio is a named collection of data objects grouped by the user for convenient monitoring and analysis. Portfolios are shown as a tree: root nodes are portfolios, and child nodes are the objects included in them.

Create a portfolio

To create a new portfolio, choose Create -> Portfolio from the portfolio panel context menu. The name is generated automatically (Portfolio, Portfolio 2, and so on) and can be changed later.

Rename

To rename a portfolio, choose Rename from the portfolio context menu.

Add objects

Objects can be added to a portfolio from the object panel or with the Add objects command in the portfolio context menu.

Delete

The context menu includes commands for removing individual objects from a portfolio or deleting the portfolio completely. If an object is deleted from the system, it is automatically removed from all portfolios.

Translation status

This English page is a direct translation of the current Russian page.