Create Portfolios

Create Portfolios

To create a new portfolio: 

  1. From the Admin tab, select Portfolios.
  2. Click the Create Portfolio button (top right-hand corner).
  3. Enter the following information: 
    1. Portfolio Name 
    2. Portfolio Manager (optional)
  4. Assign Projects to the Portfolio by dragging projects under the new portfolio name accordingly. 
  5. Click Complete to save the portfolio. 
Create Portfolio

Assign Projects within a New Portfolio

NotesPortfolios are not restricted to a single PDRI template type. A portfolio can include multiple template types to organize projects and manage user access. For example, one portfolio can contain assessments spanning PDRI Industrial, PDRI Small Industrial, and PDRI Buildings.

Assign Projects to a Portfolio 

When creating a new project, the user will be prompted to select a portfolio for the project while inputting project details. 

Select the desired portfolio from the drop-down menu. It is important to choose the correct portfolio as this will be used to calculate internal benchmarks and will determine what user groups can view the project. 


















For more information on creating a project, please refer to: 
  1. Create a Project

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