Edit workspace profiles
If you have logged in to your Infront Portfolio Manager as a user with the system right "Create, modify and delete workspace profiles", proceed as follows to edit the workspace profile:
- On the "Configuration" tab, select the command EDIT WORKSPACE PROFILES in the menu of the "Workspaces" icon.
A dialog window for displaying and editing workspace profiles opens, which also contains a main menu with various commands for loading and saving the profiles. Refer to the following sections for details on the commands in the main menu. - You can now edit these workspace profiles like "normal" workspace configurations - e.g. change the order of worksheets or arrange them individually, etc.
If necessary, read the section Configure workspaces.
Commands in the main menu of the "Edit workspace profiles" dialog box
The following commands are available in the main menu:
Command | Description |
|---|---|
WORKSPACE, NEW | Use this command to load the standard system configuration supplied. |
WORKSPACE, OPEN.. | Use this command to select a workspace profile from the list of saved profiles and display it using the "Open" button. |
WORKSPACE, SAVE | Use this command to save the current workspace profile. |
WORKSPACE, SAVE AS.. | Use this command to save the current workspace profile under a new name. To do this, enter a new name in the "Name" input field in the "Save" dialog box that appears and close the dialog box with the "Save" button. |
WORKSPACE, DELETE.. | From the list of saved workspace profiles that appears, select the one you want to delete and then close the dialog box by clicking "Delete". |
WORKSPACE, | You can export workspace profiles - just like "normal" workspace configurations - to a file in the *.wsp format. To do this, select this command and then assign a name in the "Save as" dialog box that appears. Click the "Save" button to save the file in the selected directory. |
WORKSPACE, | Use this command to import previously exported workspace profiles into your Infront Portfolio Manager. To do this, select the desired workspace profile in the "Import file" dialog box that appears and confirm with the "Open" button. The workspace profile is then loaded. |
WORKSPACE, CLOSE | Use this command to close the "Edit workspace profiles" dialog box. |