Setting up a Portfolio
  • 22 Feb 2024
  • 1 Minute to read
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Setting up a Portfolio

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Article summary

Overview

The Portfolios feature is used to segregate projects into specific groupings. This feature provides structure for reporting and filtering and allows the user to set up a hierarchy of portfolios to be used for active and forecasted portfolios.

The Portfolio feature is also used for "Portfolio Financing" options. Financing structures are asssigned to a Portfolio. When a Project is assigned to the Portfolio, it takes on the attributes of that Portfolios fiancing structure. If the Project is moved to another Portfolio, the Project will then take on the new Portfolios financing structure.

Setting up Portfoilios

Step 1, open the PORTFOLIOS tab (1) and click on New Portfolio (2).

Portfolio Setup 1.png

Step 2, add the porfolio name (1) and add a period name "Year-1" (2). Choose a Finanicng Structure Templae from the Dropdown (3).

P 1 24.png

Remember, all of this information can be added or changed at any time.


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