Create Portfolios

Create Portfolios

  1. From the Admin tab, select Portfolios.
  2. Click the Create Portfolio button (top right-hand corner).
  3. Enter the following:
    1. Portfolio Name
    2. Portfolio Manager (optional)
      4. Click Next.
Portfolios 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.
      5. To assign projects to a portfolio, click and drag the desired project from the Projects column on the left to the Portfolio column on the right.
      6. Click Complete.

Add projects to a portfolioAdd Projects to a Portfolio

      7. Confirm a portfolio creation:
    1. Click on the Portfolios tab.
    2. Verify the presence of the new portfolio.


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