The PORTIA Workspace

The new PORTIA Workspace is almost here!

The PORTIA Workspace has been designed to revolutionize how you use PORTIA and the way in which you manage your daily activities and processing. The Workspace will support optimized navigation and access to PORTIA functionality and will also support client designed workflows, which will bring multiple tasks and actions together in one step.

Our Product Development team collaborated with Microsoft resources to develop the PORTIA Workspace with cutting edge technology. We will be utilizing .NET 3.0 Framework, the new managed-code programming model for Windows. The Workspace supports optimized navigation and access to PORTIA functionality and supports workflows bringing together multiple tasks and actions to be managed in 1 step The PORTIA Workspace is built on PORTIA v8.0 and is compatible with both XP and Vista operating systems.

Check out the video clip that will provide you with a flavor of what's in the plan for our new PORTIA Workspace. Some key features to look for during the video:

  • The 'My PORTIA' palette is customizable to meet client navigation needs
  • The buttons on the zones run workflows - see the sample workflow that, from one button click moves the user thru the PORTIA windows to add a security, price it, buy it, and run a transaction summary report
  • When you run a workflow from a zone, you get back an Activity Detail message with metrics on what happened during that workflow run (i.e. - # of failed imported records)
  • The Activity Detail message has live hyperlinks to run other workflows
  • You can transition 'behind' the Activity Detail view to see the actual workflow definition
  • You can build your own workflows with access to all PORTIA menu items and batch tasks
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