Manage Portfolios Overview

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 their respective portfolios. This allows the Admin users to manage what projects Facilitator and Stakeholder users can access. Portfolios can include assessments spanning each template type and are set as a flat structure to avoid portfolios within portfolios. 

Admin Users can:
  1. Create Portfolios
  2. Edit Portfolios
  3. Assign Users Access to Portfolios
  4. Delete Portfolios

If a project is not specifically assigned to a portfolio, it will reside in the ‘Default’ portfolio. All users can view projects in the Default portfolio. Facilitator users can only manage assessments in the portfolio they are assigned to. Stakeholder users can only view assessments in the portfolios they are assigned to once the assessments have been published. Facilitator and Admin users can both publish to portfolio.