The Structure Catalog lets you put together a list of portfolios of any type that can be easily accessed by users in a specific user group. For example, a structurer can create a number of portfolios for use by the salespeople in your company to market to your clients.
You can:
Add a new portfolio to the Structure Catalog when you first save it to a public folder
Add an existing portfolio any of the public folders to the Structure Catalog
Once you have added a portfolio to the Structure Catalog, it will be seen in the Structure Catalog by all users in the user group linked to the folder into which this portfolio was saved.
So for example, in the Public Structure Templates folder you have a folder for the Sales user group and a folder for the Traders users group. You save a structure template called Hedging into the folder for the Traders user group and indicate that it should be added to the Structure Catalog. Subsequently all users in the Traders user group will see the Hedging structure template when they next access the Structure Catalog.
At any stage you can always remove a portfolio from the Structure Catalog.
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In order to add a portfolio to the Structure Catalog (as well as to remove one from it) you need permissions both to save portfolios into the relevant public folder (Public Portfolios, Public Templates or Public Structure Templates) and to add portfolios to the Structure Catalog. To enable these permissions for your user contact [email protected]. |
Once you have added portfolios to the Structure Catalog a user can then easily access them.
To add a new portfolio to the Structure Catalog during the saving process:
| 1. | In the Portfolio page after defining the portfolio click the Save button and then choose one of the Save options that appear. |
| 2. | In the Portfolio Management window navigate to the relevant public folder. |
| 3. | After entering a name for the new portfolio in the Enter Name textbox, click the star icon labeled Add to structure catalog. |
| 4. | Click Save and then OK. |
To add an existing portfolio in a public folder to the Structure Catalog:
| 1. | In the Portfolio page access the Portfolio Management window by clicking the Open button. The Portfolio Management window opens. |
| 2. | In the relevant public folder click the empty star icon next to each portfolio that you want to add to the Structure Catalog. The icon turns yellow. |
To remove a portfolio from the Structure Catalog:
| 1. | In the Portfolio page access the Portfolio Management window by clicking the Open button. The Portfolio Management window opens. |
| 2. | In the relevant public folder simply click the yellow star icon next to the name of the portfolio you want to remove from the Structure Catalog. The yellow star is removed. |