Manage Portfolios
How Portfolio Scores are Calculated and Benchmarked
Portfolios are created in Carve to group projects for analysis. A portfolio can include projects of multiple assessment types to organize projects and manage user access. Portfolios are assigned by the Admin or Facilitator. A portfolio of projects ...
Delete Portfolios
Portfolios may be deleted if they do not have any projects assigned to them. You can remove a project from a portfolio (switch to a different portfolio or move to the Default portfolio) through editing the project details. To delete a Portfolio: From ...
Edit Portfolios
From the Admin tab, select Portfolios. Click on the portfolio to be edited. Fields available for editing include: Portfolio Name Portfolio Manager Portfolio Users Add User Access to the Portfolio
Assign Users Access to Portfolios
From the Admin tab, select Portfolios. Click on the name of the Portfolio that you would like to assign users to. Click in the Portfolio Users textbox and select the Carve users who should have access to this portfolio. If the name is not listed, go ...
Create Portfolios
From the Admin tab, select Portfolios. Click the Create Portfolio button (top right-hand corner). Enter the following: Portfolio Name Portfolio Manager (optional) 4. Click Next. Portfolios are not restricted to a single PDRI template type. A ...
Manage Portfolios Overview
Portfolios are available in Professional and Enterprise Edition. They are managed by the Business Admin or Company Admin (role) to group related projects and/or programs. By aggregating the data, it is possible to compare projects, identify potential ...