Creating a Workspace from the Catalog
The Catalog is your master data. A Workspace is a saved, shareable working surface built on top of it — the place where you analyze a scoped slice of your network, apply lenses, read exposure charts, and record assessments. The two fit together in a simple flow: scope the Catalog, then create a workspace from what you have on screen.
From the full Catalog walkthrough — opens at Creating a workspace (3:18).
Step 1: Scope the Catalog
Use the Products, Suppliers, and Sites tabs, the view toggles (Finished / Input / All, or T1 / All), and the Filters panel to narrow the Catalog to the products and suppliers you want to work with. Because filters are cross-cutting, scoping one entity type narrows the connected ones too. For the full set of controls, see Browsing & Filtering the Catalog.
To build a workspace from your entire catalog, you can skip filtering and go straight to the next step.
Step 2: Create the workspace
With your filtered view in place, click Create Workspace in the top-right of the Catalog header. Give the workspace a name and create it. Your products carry through from the Catalog into the new workspace, with the filters you applied.
What you get
A workspace opens to one or more tabs, each powered by a lens — a saved configuration of charts, filters, and columns. The default analytical lens is an Exposure lens (for example, All Exposures), which surfaces risk across the products and suppliers you scoped. From there you can read the exposure lens, drill into individual suppliers and exposure sources, and triage them with statuses and notes.
Key terms
- Workspace — a saved, shareable surface built on the Catalog, organized into tabs.
- Lens — a reusable saved configuration (charts + filters + columns) that appears as a tab.
- Exposure lens — the default analytical lens, focused on risk across your scoped network.