Portfolio

In ACTS, a Portfolio is defined as a high-level grouping that serves as a "parent-level" to other data. Portfolios can capture any groupings of assets that are not represented on the Area page and the Locations tabs.  Portfolios can serve as customizable filters for data, allowing various groupings of data records to be viewed/edited depending on the user.  Portfolios can also be set so that they are only visible to one person, a group of people, or everyone.  To access the Portfolio page from the main menu, users may select the Assets module then Portfolio.

The Portfolio page is comprised of the following tabs:

PAGE TABS DESCRIPTION
Information This tab contains general Portfolio information such as Portfolio Name, Portfolio Type, and Comments.
Attributes The Attributes tab contains Attributes that are specific to the Portfolio as defined by a company. The fields may be changed by an ACTS administrator.
View/Edit This tab is restricted and lists the people who can view or edit the Portfolio information. Note: This tab is reserved for authorized personal only.
Smart Portfolio The Smart Portfolio tab contains parameters for associations to the Portfolio, based on Agency Exception, Facility, Person, and Project.
Agency Exceptions This tab lists the Agency Exceptions that are contained in the Portfolio.
Facilities The Facilities tab lists the Facilities that are associated with the Portfolio.
Equipment This tab lists the Equipment that is associated with the Portfolio.
People The People tab lists the People who are associated with the Portfolio.
Projects This tab lists the Projects that are contained in the Portfolio.

Entering Data

  1. Enter all required information on the Information tab.  Note: All fields that require data are indicated by an asterisk (*).  Select the Save icon in the main menu at the top of the page before proceeding to step 2.  For data to appear as dropdown items, it must first be saved in ACTS.
  2. Users can add information on the remaining tabs by scrolling to the bottom of the page and selecting the "Add a new row" icon (i.e., the icon shaped like a plus sign).  If data for multiple rows has been added, users may select multiple items by pressing and holding CTRL and selecting the items.  Users can delete a row by selecting the icon that looks like a trashcan, and they can insert a row by selecting the arrow icon.  For a visual list of the most common icons in ACTS, click here
     
  3. On the Facilities tab, a dialog box will appear after users click the "Add a new row" icon. Enter the name or the first few letters of the desired Facility and select Search.  If the user typed in the exact name, the dialog box will close and a new row will be added with the name of the desired Facility.  If the user typed in a few letters of the name, the search results with that combination of letters will appear to the right of the dialog box.  In this case, the users should double click the desired option.  The dialog box will close, and the chosen Facility will auto-populate into the new row.