Using Portfolio¶

The page describes how application users view asset information in the Portfolio pages and customize elements and style of the Portfolio pages. An example of a Portfolio page displays as below.

For more information about the elements on a Portfolio page, see Exploring Portfolio.

Note

The layouts and functions in your applications might be different from the contents introduced in this article, because of the customization on layouts and functions for Unified Monitoring pages. Contact the application creator for more information.

Prerequisites¶

Before you start, make sure that you have the required asset permissions, operational permissions, and access permissions for the Portfolio page. Contact the application administrator to acquire the required permissions.

Editing Maps and Canvases¶

You can edit the information such as functions and styles of asset maps and canvases in the Portfolio pages by selecting functional buttons on the shortcut toolbar as below.

The shortcut toolbar provides the following functional buttons.

Functional Buttons	Description
Map Settings	Open the panel to configure functions and styles of the current map and canvas.
Map Type	Change the type of the current map. For more information about changing map types, see Changing Map Types.
Collapse/Expand Canvases	Collapse or expand the canvases on the current page.
Full Screen	Enter or exit the full screen mode. In full screen mode, the top toolbar and the left navigation panel of Application Portal will be hidden.
Zoom-in / zoom-out	Adjust the zoom level of the map.
Reset	Restore the default zoom level and center point of the map.

Changing Map Types¶

Portfolio supports administrative map, geographical map, road map, electronic chart, and 3D map. Change the map type of the current Portfolio page by the following steps:

Select Portfolio from the left navigation pane.

Note

The menu name in your applications might be different from the name in this article, because of the customization on menu names for Unified Monitoring pages. Contact the application administrator for more information.
On the shortcut toolbar of the Portfolio page, select Map Type .
Select the map type you want to change to from the dropdown list. The new map type takes effect immediately. If certain map types are not on the dropdown list, contact the application creator.

Editing Page Functions¶

Select Portfolio from the left navigation pane.
On the shortcut toolbar of the Portfolio page, select Map Settings to open the setting panel on the right.

Enter the following information on the Map Settings tab.

Field

Description

Show Area Boundary

Display the boundaries of each country or province-level administrative divisions on the map.

Show Minimap

Display a minimap of global administrative divisions in the bottom right corner of the map.
Minimap is only available when the map type is Administrative Map.

Show Map Mask

Display a translucent mask on the current asset map.
If the widgets on the canvases are not displayed clearly because of the complicated information on the asset map, enable this function to make the widgets displayed more clearly.

Hide Action Buttons

Hide the icons on the shortcut toolbar if the cursor is not hovering on the toolbar.
If you don’t need to edit the asset map on a frequent basis, enable this function to display more information on the asset map.

Show Asset Location

Display asset icons or asset aggregation icons on the asset map.

Show Asset Name

Display the asset name under each asset icons on the asset map.

Enable Asset Aggregation

After enabling Show Asset Location, display the total data of all assets within the certain range specified in Aggregate By.

Aggregate By

After enabling Enable Asset Aggregation, select the range to aggregate asset information. To add or modify aggregating ranges, contact the application creator.

Show Aggregation Name

After enabling Enable Asset Aggregation, display the name of the aggregating range under the aggregation icon.

Show Legend Filters

Display the legends in the bottom right corner of the asset map.
You can select the status name tags from the legend to show or hide assets in the specified status.

Show Donut Chart

After selecting region in Aggregate By, display the aggregation icons as donut charts.
You can enable this function to display the progress towards a goal or metrics in percentage on aggregated site icons.

Looping Display by Provinces

After enabling Enable Asset Aggregation, display the data of each province-area level by floating cards. To modify the data fields displayed on floating cards, contact the system administrator.

Note

Depending on map type and Portfolio configuration, the functions on the Map Setting tab might be different from the fields mentioned above. For more information, contact the application creator.

Enable or disable the whole canvases or the widgets separately on the Left/Right/Top/Bottom Canvas tab.
(Optional) Select Save as Default. When you open the Portfolio page for the next time, the page will displays as the configuration you saved above.

Filtering Assets¶

You can filter the target assets with filters and open corresponding site or region maps. Portfolio provides the following types of filter:

Asset Filter
Asset Type Filter

Filtering Assets with Asset Filter¶

Asset filter displays the hierarchical asset structure of the current asset scope as below.

Filter the target assets with asset filter by the following steps:

Select Portfolio from the left navigation pane.
Select the name tag of the current group or region to open the asset filter.
Select the assets from the Recently Visited section or from the hierarchical asset tree to open the corresponding Portfolio page.

Note

When you open another region or site map, the information on widgets and asset type filter will also change accordingly.

Filtering Assets with Asset Type Filter¶

When there are multiple asset types under the current asset hierarchy, such as wind, solar, and thermal, you can view the details of a target asset type by using asset type filter as below.

Filter the asset information displayed on canvas widgets with the asset type filter by the following steps:

Select Portfolio from the left navigation pane.
Select the asset icons in the asset type filter to display the information of assets the specified asset type on widgets.

Note

Asset type filter only changes the information on widgets.

Field	Description
Show Area Boundary	Display the boundaries of each country or province-level administrative divisions on the map.
Show Minimap	Display a minimap of global administrative divisions in the bottom right corner of the map. Minimap is only available when the map type is `Administrative Map`.
Show Map Mask	Display a translucent mask on the current asset map. If the widgets on the canvases are not displayed clearly because of the complicated information on the asset map, enable this function to make the widgets displayed more clearly.
Hide Action Buttons	Hide the icons on the shortcut toolbar if the cursor is not hovering on the toolbar. If you don’t need to edit the asset map on a frequent basis, enable this function to display more information on the asset map.
Show Asset Location	Display asset icons or asset aggregation icons on the asset map.
Show Asset Name	Display the asset name under each asset icons on the asset map.
Enable Asset Aggregation	After enabling Show Asset Location, display the total data of all assets within the certain range specified in Aggregate By.
Aggregate By	After enabling Enable Asset Aggregation, select the range to aggregate asset information. To add or modify aggregating ranges, contact the application creator.
Show Aggregation Name	After enabling Enable Asset Aggregation, display the name of the aggregating range under the aggregation icon.
Show Legend Filters	Display the legends in the bottom right corner of the asset map. You can select the status name tags from the legend to show or hide assets in the specified status.
Show Donut Chart	After selecting `region` in Aggregate By, display the aggregation icons as donut charts. You can enable this function to display the progress towards a goal or metrics in percentage on aggregated site icons.
Looping Display by Provinces	After enabling Enable Asset Aggregation, display the data of each province-area level by floating cards. To modify the data fields displayed on floating cards, contact the system administrator.