### “Portfolio Manager Pro for WordPress” Documentation by “OTWthemes”

# “Portfolio Manager Pro for WordPress”

Created: 15/01/2016
By: OTWthemes
Email: use my CodeCanyon profile page

Thank you for purchasing this item. We hope you enjoy your plugin.

## Table of Contents

- Description
- Installation and Activation
- Portfolio Items
- Add Single Portfolio Items
- Categories, Tags, Details
- Single Portfolio Items - Templates and Template Builder
- Portfolio Lists - Create, Templates, Options, Shortcodes
- Add a portfolio list in your site
- Page Builder - multiple lists on one page, backgrounds, full width and height
- Row settings - for the Page Builder and Custom Post Templates
- Plugin Options
- Additional Information

### Description - top

This documentation file is a very short overall description of each area of the plugin. It is just to give you general idea. Most of the documentation is inline. Each option has its italic text that best describes what it does. Our suggestion is to go over this document quickly and then go play with the plugin in your admin area. :-)

### Installation and Activation - top

Unzip the .zip file that you downloaded from CodeCanyon. Look for a file called otw-portfolio-manager.zip. This is your plugin's zip file.
Install the plugin just like any other Wordpress plugin. There are two ways to do that:

- Using WordPress built-in installer
From the Administration Panels, click on the Plugins tab. Go to Add New->Upload. Choose the plugin's .zip file from your computer and click Install Now. Then click activate to activate the plugin.
- Traditional manual installation
Extract zip archive of your plugin. Upload to your server in the wp-content/plugins folder of your WordPress installation. Access the Plugin Panel in your Administration Panels. Scroll down through the list of Plugins to find the newly installed Plugin. Click on the Activate link to turn the Plugin on.

When activated the plugin will place one menu in your WordPress left menu section called Portfolio Manager.

### Portfolio Items - top

Portfolio items are the actual items of your portfolio. They are organized in a custom post type called Portfolio. They also have custom taxonomies called Categories and Tags which will help you organize your portfolio items.
You can see full list of all uploaded items in the Portfolio Manager -> Portfolio Items menu.

### Add Single Portfolio Items - top

To add a new portfolio item go to Portfolio Manager -> Add new item.
For each item you can upload title, content, excerpt, media, tabs, portfolio details, You can also select categories and tags for each of your items.
In the "OTW Portfolio Item single" metabox you can set specific settings for each portfolio post individually. If you do not do this the general settings that are valid for all of your portfolio posts will be applied. Those settings can be found in the plugin Options under Portfolio items single page.

### Categories, Tags, Details - top

Categories, Tags, Details are custom taxonomies that will help you organize your portfolio items. Categories and Tags work exactly like categories and tags in the regular WordPress posts.
Details are also displayed in the single portfolio page for each item depending on the template you choose. Check on the examples under the Portfolio Items menu on the Live preview demo site of the plugin.
In the Portfolio Manger menu you have separate menus to help you manage Categories, Tags and Details.

### Single Portfolio Items - Templates and Template Builder - top

In the plugin Options -> Portfolio items single page -> Template you can choose the template for your single portfolio items. You can choose from the default post template of your theme, 5 ready templates that come with this plugin or the custom templates that you create with the template builder that comes with this plugin.
To create custom templates go to Portfolio Manager -> Single posts templates in the plugin menu. Hit Add new and start using the editor. First create rows and columns. This is the skeleton of the template that will make sure everything stays togerer and looks good on mobiles too. Then in the columns you can insert items - title, media, description, tabs, details, related projects, etc.
Here is how the above example template can look like:

The rows of the templates you create have some settings that let you create full width background color, image, pattern, video. Full width content. Full row height too. Check on the Row settings - for the Page Builder and Custom Post Templates section for more info.

### Portfolio Lists - Create, Templates, Options, Shortcodes - top

Once you already have portfolio posts uploaded now it is time to create portfolio lists.
Portfolio Manager -> Portfolio Lists is where all the lists you have created are. From this page you can edit an existing list, copy its shortocode, duplicate a list.
If you want to add a new list go to Portfolio Manager -> Add New List. Then select the template you want to work on, the posts that will be displayed in the template and set all the options you need. The options are grouped in tab sections so that is easier to find what you are looking for.

### Add a portfolio list in your site - top

Once you create a list you need to display it on your site. There are few ways to do that:

- Copy the list's shortcode (go to Portfolio Manager -> Portfolio Lists) and place it in the content editor of a page edit screen where you want it to be displayed.
- Go to a page edit screen, find the OTW Grid Manager metabox, use it to insert a list.
- Go to a page edit screen, go to the editor and find the OTW Portfolio Manager button.
- Use the OTW Portfolio Manager Widget in your Appearance -> widgets area to place a list in a sidebar.
- Copy the list's shortcode and use the WordPress do_shortcode function to place a list in any page template file.

### Page Builder - multiple lists on one page, backgrounds, full width and height - top

The plugin includes a page builder that can help in building advanced layouts containing different templates on one page, and include sidebars. You can also have full width background color, image, pattern, video. Full width content and full row height too. It's all drag & drop, fast and easy.

Here is how to create a page with the Page Builder:
Go to a page edit screen, find the OTW Grid Manager metabox, build the layout you want and insert the portfolio listst you want. Sidebars can be inserted in your layouts too. You can also add sidebars by using the OTW Content Sidebars metabox.
Here is an example layout:

### Row settings - for the Page Builder and Custom Post Templates - top

Row settings work for both the Page Builder and Custom Post Templates.
Once you are in the OTW Grid Manager metabox and you have already created some layout with it you can hit the edit button on each Content Row so you can open the lightbox with the row settings.
Here is how the row settings lightbox look like

### Plugin Options - top

The plugin options can be found in the Portfolio Manager -> Options menu. The options are separated in sections so you can easily find what you are looking for.

### Additional Information - top

Once again, thank you for purchasing this item. If you have any questions that are beyond the scope of this help file, please open a support ticket. We'd be glad to help you.

If you like this item please consider rating it as a way of supporting consistent improvements.

OTWthemes

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