In the Portfolio Desk workspace, you can create new entities. Multimedia name PDCENTITY.mp4 Multimedia
To create a new entity:
- With PDC open, select Portfolio Desk.
- Click Create New in the upper left corner of the page.
The Create New dialog box opens. - To have an entity provide you with a predefined set of information, which specifies its unique characteristics, relationships, financial data, and vendor data, you select a policy, or template. From the Select Policy 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 the policy type that you specified in the Entity Type Description 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.
- Type an Entity Long Name. It is the full name of the entity.
- You can add optional details about the entity in the remaining spaces on the panel. However, to create an entity, the only information you must provide is an Entity ID.
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