Creating a portfolio

1. Are you ready?
   
   In this tutorial we are going to learn how to create and configure a new portfolio.
   
   We will use the following parameters:
   

   Name: My First Portfolio
   
   Contact Information:
   
   300 5th Ave
   New York, NY 10001
   
   Facilitator Prefix:
   ABC
   
2. Log in to the system using your Username and Password and switch to the Management => Portfolio Perspective.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
   
3. Locate   General Info  groupbox.
   
   Note: Code and Create Date are read-only fields. They are filled out automatically.
   
4. Enter My First Portfolio into the Nametextbox
5. Enter New York into the Citytextbox
6. Enter US into the Countrydropdown
7. Enter NY into the Statedropdown
8. Enter 300 5th Ave into the Street line 1textbox
9. Enter 10001 into the ZIP Codetextbox
10. Enter ABC into the Facilitator Prefixtextbox
11. Click   Savebutton
12. Congratulations, you are done!
    
    You have learned how to create and configure a new portfolio. Let’s now learn how to attach a reseller to a portfolio.
    

Portfolio perspective   Portfolio