Creating a Portfolio Diagram
The portfolio diagram enables representation of portfolio contents.
The procedure varies slightly depending on whether you are in Windows Front-End or Web Front-End.
Windows Front-End
To create a portfolio diagram:
1. Right-click the portfolio name and select New > Diagram.
2. In the dialog box that appears, select Portfolio Diagram, confirm that the Diagram initialization check box is selected, and click the Create button.
The portfolio diagram window appears containing the portfolio.
*The sub-portfolios and their contents do not appear in portfolio diagrams.
Web Front-End
To create a portfolio diagram:
*Right-click the portfolio name and select New > Diagram.