About portfolios

Portfolios act as a container for work instructions or product manuals and supporting documents, such as a table of contents, cover or trailer pages, and header and footer information. Portfolios may contain a reference to a publishing page or generic page or to an embedded generic page. You can use portfolios to store document structure information, print multiple publishing pages, and export portfolio contents to HTML or PDF.

You generate portfolios in Manufacturing Process Planner, Part Planner, Multi-Structure Manager, Service Planner, or Plant Designer. You manage portfolios in My Teamcenter only.

When managing a portfolio:

• Use container nodes to add an organizational hierarchy to the portfolio. Think of container nodes as chapters in a book, in which you can separate and group documents. Container nodes are useful for multiple levels in the table of contents.

• During printing operations, Teamcenter creates the table of contents information in a dynamic page.

• Create generic pages for any information page to add to the portfolio, such as cover or trailer pages. Generic pages are not considered publishing pages and Teamcenter does not apply headers and footers to them.

• Add header and footer information to portfolios by creating a special page. Teamcenter copies the shapes in this page to the published pages during printing and export operations. The same header and footer appears on every page.

• When adding supporting documents to portfolios, choose from the following options:

Insert Reference Select a supporting document for the portfolio to reference.

Create Add a new supporting document that Teamcenter embeds in the portfolio. You can only create and embed generic pages.

Embed Copy a supporting document into the portfolio.