Create Portfolios

Create Portfolios

Create a Portfolio 

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

    • Related Articles

    • Manage Portfolios Overview

      Portfolios are available in Professional and Enterprise edition companies to manage user security and organize projects. Carve Admin users should setup portfolios to mirror the structure of the company's current capital program and assign users to ...

    • Create Users

      To create a new user: From the Admin tab, select Users. Click on Create User. Enter the user's email address. This will be their unique login for Carve. Enter the first name and last name as it should appear in Carve. Select the User Roles - ...

    • 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 Manage Portfolios

    • 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 ...

    • Assign User 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 ...