Create a portfolio template

Bundle several published project templates into one portfolio template, publish it, then apply it to a customer to create a portfolio and all its projects in one go.

In the sidebar, open Settings, then choose Portfolio Templates under Templates. The page address is /settings/org/templates/portfolios. A new template opens at /settings/org/templates/portfolios/new.

A portfolio groups projects under one goal. A portfolio template is a named list of project templates, so a big piece of work, such as a new-build with rough-in, finish and commissioning phases, starts with every project already in place.

Before you start

• Your role needs permission to read portfolio templates to see the page, permission to create them to add one, and a separate permission to publish. Without publish permission you can save drafts but the Publish switch stays off.
• The project templates you want to bundle must be published already. See Create a project template.

Steps

1. Press New template. The New portfolio template drawer opens.
2. Type a Name. Add a Category, a Description and Tags (comma separated) if useful.
3. Under Bundled project templates, press Add project template, pick a project template from the list, and give it a Custom label if the portfolio should call it something else. Tick Required if it must always be created. Repeat for each project.
4. To publish right away, turn on Publish and type Release notes. Otherwise leave it off to keep a draft.
5. Press Create and publish, or Create draft.

To apply a published template:

1. Open the template's row menu in the list and choose Apply. The Apply portfolio template dialog opens.
2. Type a New portfolio name, leave on the switch that turns the bundled project templates into projects, then pick the Account they belong to.
3. Press Apply. Nova creates the portfolio and its projects and shows a message with the portfolio name and how many projects it made. Find it under Projects & Tasks, then Portfolios.

What you see

• The list shows each template with its Status, Category, Bundle (how many project templates it holds), Versions and Updated.
• The row menu offers Open, Apply, Publish latest (publishes the newest draft version), Archive and Restore.
• Inside the drawer, a message reminds you that draft versions are editable and published versions become available for apply. Editing a published template and pressing Save and publish creates a new version; the old one stays on file.
• Add project template is off with a note when no project template is published yet.

If something looks different

• New template is missing: your role cannot create portfolio templates. Ask your admin.
• Apply is missing from the row menu: the template has no published version yet. Use Publish latest.
• The empty bundle message says applying will create only an empty portfolio: add at least one project template before publishing.
• Projects were not created when you applied: the switch that turns the bundled templates into projects was off. Add them from the portfolio, or apply again with it on.

Open Portfolio Templates