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- With PDC open, select Portfolio Desk > Account > Entity.
- Click Create New in the upper left corner of the page.
You see the Create Create New dialog box. - Select a policy, or template, for an entity to provide you with a predefined set of information, which specifies its unique characteristics, relationships, financial data, and vendor data. From the SelectPolicy drop-down list, select the policy based on the type of entity you want to create, and then click OK.
The Details tab opens, displaying Portfolio in the EntityTypeDescription drop-down list. - If the effective date of the entity is for a date in the past or future, use the date selector to select the appropriate date. The Effective Date at the top of the panel defaults to the current date.
- Type an Entity ID. It is a unique alphanumeric identifier of the entity, no more than eight characters.
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