Working with Custom Colors in Presentation Studio

WORKING WITH CUSTOM COLORS IN PRESENTATION STUDIO

Because colors are easy for people to remember and identify, the colors used on your presentations, in your logo, and for your brand can be a very important component of the branding of your firm. For presentations, you have the option to assign colors to categories and benchmarks that correspond or coordinate with the color palette of your logo or other printed materials. PortfolioCenter® provides you with several theme options that have an array of colors available, but it might not exactly match your branded colors. The good news is that you have options to match your branded colors. With so many ways to customize colors in PortfolioCenter, though, how do you coordinate them all? This document explains the three areas where you can customize colors on your client presentations and how to set them properly.

WHAT ARE RGB AND HEX CODES?

RGB and Hex codes are two ways of identifying colors in a palette. Think of it as mixing colors of paint: you have a little bit of two colors to make a completely different color. The idea is the same with electronic media, only you have a level of precision that is harder to achieve with paint because you can dictate exact levels of a specific color. The difference between RGB and Hex codes are really minor - while they mean the same things, the way they are represented are different.

RGB CODES RGB codes indicate the amount of red, blue and green present in a particular color, on scale of 0 (not at all present) to 255 (fully saturated) and the colors are additive, meaning that the higher the number, the closer you are to black, just like paint. You have settings for each of the three color “channels” – one for red, one for blue and one for green. So, in the instance when you have the RGB code 0-0-0, there are no colors present at all, and the code 255-255-255 means that all colors are present, which is the color black.

HEX CODES Hex codes, or Hexadecimal codes, work in much of the same way as the RGB codes, only they use alpha- numeric codes to identify colors from a palette library and usually used in web development. In most cases, the Hex codes are a six or eight digit code, similar to the example above. With a six digit code, the first two digits represent the red channel, then the blue channel, then the green. An eight-digit Hex code uses the first two as the transparency color, then the red, then blue, then green. PortfolioCenter and Presentation Studio use both RGB and Hex codes, as well as standard color names in the color picker. The sections below describe where to see the codes and how to use them in each of the color selection dialogs.

DocumentID: SPT011790 Last Updated: January 30, 2014 CATEGORY COLOR ASSIGNMENTS

One place you can assign colors is to the categories – asset class, sector and subsector. The easiest option is to select the colors directly from the palette in the theme styles, so that if you change the theme for a presentation the category colors will automatically update to the theme selection. However, if your color scheme was developed by a graphic designer, it is more likely that the color palette they developed for you is far more diverse. If you do not find your firm’s brand colors on the fixed color palette and you know the RGB color code or the Hex code, leave the Use Color Palette box checked, and then assign a color identifier (1 – 50) for that category. You can then make a copy of the theme you want to use and then assign the desired category colors in the Color Palette Entry 1 – 50 theme styles.

Online  For more information about categories and editing their colors, see Tips and Best Practices for Selecting Category Colors for Client Presentations.  For more information on theme styles and how to assign a theme to a presentation, see Editing Theme Styles in Presentation Studio and Working with Themes in Presentation Studio.

Important Since PortfolioCenter uses either the RGB code or the Hex codes, make sure to ask for both codes when talking to the graphic designer that created the colors found in your firm’s brand. You can also use a free RGB to Hex code, or vice-versa, converter tool online to determine the appropriate codes.

Working with Custom Colors in Presentation Studio Page 2 of 3 BENCHMARK COLLECTION COLOR ASSIGNMENTS

Another area with a color selector tool is the Benchmark Collections. This tool gives you options to select from a theme style or enter the RGB codes, similar to the example to the right. If you have the RGB color codes, enter the Red, Green and Blue settings and the color will appear in the Select Color tool. This tool also gives you options for hue, saturation and luminosity. Hue is the actual color family, such as red, yellow, green, indigo, and so on – as though you’re picking from a rainbow. Saturation is the amount of color included and the luminosity is the brightness of the color – is it muted or vibrant? Although these settings are available, you should not need to enter them individually. If you enter the RGB code, the hue, saturation and luminosity settings should be entered for you automatically. Similar to assigning colors to categories, if you have a hard time finding your firm’s brand colors or only have a Hex code, leave the Use Color Palette box checked, and then assign a color identifier (1 – 50) for that category. You can then make a copy of the theme you want to use and then assign the desired category colors in the Color Palette Entry 1 – 50 theme styles.

Online  For more information on working with benchmark collections, see Creating and Assigning Benchmark Collections.  For more information on theme styles and how to assign a theme to a presentation, see Editing Theme Styles in Presentation Studio and Working with Themes in Presentation Studio.

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