Portfolios

The Portfolio area displays the portfolios that you have access to. Each portfolio can contain one or more projects.

This video includes the following information:

  • Creating portfolios (1:35)
  • Creating projects (2:15)
  • Navigating to portfolio settings (2:57)
  • Navigating to project settings (3:43)
  • On the navigation toolbar, click menu (Navigation), and click the name of the current portfolio.
  • In the Portfolio area, click the portfolio.

    • The Project area is displayed.

  1. On the navigation toolbar, click menu (Navigation) > CurrentPortfolioName.
  2. In the tile or list view, click a portfolio.

You can create one portfolio for all your projects or create one portfolio for each project. In the latter setup, you must also add the companies and contacts in each portfolio.

To save time, you can use an existing portfolio as a template and copy selected information into the new portfolio. The following information can be copied:

  • Settings: Portfolio-level settings are copied. If you only select this option, Users, Security Roles, Companies, and the portfolio name and company in the General settings aren't included.
    • Settings option
  • Users: Users, their dashboard widgets, their custom views, and their ad hoc report settings in the data view are copied. Security Roles and Companies are also included automatically.

    • Notifications aren't sent to users when they're copied to the new portfolio.

  • Security Roles: Security Roles and their permissions are copied.
  • Companies: Companies, company contacts, company-related lookup lists, company-related custom fields, and default assignees are copied.
  • When a new portfolio is created from a template, the user who creates it is a portfolio administrator in the new portfolio, regardless of the role in the template.
  • To create a portfolio, you must be a portfolio administrator in at least one non-trial portfolio.
  1. In the Portfolio area, on the navigation toolbar, click add_circle (Create).
  2. Enter the portfolio name, which can also be edited in the general portfolio settings.
  3. Select the company that will own and operate the portfolio.

    4. The list displays the companies in which you are a portfolio administrator.

  4. Use an existing portfolio as a template.
    1. Turn on the Create from template Portfolio toggle.
    2. Select the portfolio that you want to copy.

      3. The list displays the portfolios that you have access to.

    3. To copy the portfolio-level settings, turn on the Settings toggle.
    4. To copy the users, turn on the Users toggle.
    5. To copy the security roles, turn on the Security Roles toggle.
    6. To copy the companies, turn on the Companies toggle.
  5. To include a project with sample data, select the Include Sample Project check box.

    6. This option is not available if you use a template portfolio.

  6. Click Create.

You can upload an image such as your corporate logo that represents the portfolio. The supported file types are .bmp, .gif, .jpg, and .png.

The portfolio image can't be deleted, but you can upload a different image to replace it.

  1. In the Portfolio area, on the navigation toolbar, click view_module (Tile).
  2. On the portfolio tile, click cloud_upload (Upload Image).

    3. —Or—

    Click more_horiz (More) > Upload Image.

  3. Drag the image file from your computer to the Upload Image dialog.

    4. —Or—

    Click Browse, and then select the image file.

  4. In the Crop the image dialog, do any of the following:
    • To move the image, click and drag the middle of it.
    • To resize the image, click and drag a sizing handle.
      • Image sizing handle example
  5. Click crop (Crop).