Creating, viewing, and editing manufacturing documentation > Creating a portfolio

Create a portfolio

Procedure

Select the BOM line to which you want to associate the portfolio, which may be a configured item or process revision or occurrence in the structure. The portfolio contains the publishing pages that are attached to the BOM line’s child lines.
In the Teamcenter window, choose Tools → Generate Portfolio.Teamcenter displays the Generate Technical Portfolio dialog box.
In the dialog box, enter a name and select a role such as Work Instructions and click OK. Teamcenter creates a portfolio dataset that contains all of the appropriate pages. The portfolio is created under an intermediate data capture (IDC). If a structure context is opened, the IDC is attached to the structure context. Otherwise it is stored in the New Stuff folder.
(Optional) To view the portfolio, select it in My Teamcenter and click the viewer tab.

Tip Note the menu and toolbars in the Viewer pane. These commands help you manage portfolios.