---
key: create-a-portfolio
title: Create a portfolio
audience: staff
section: projects-tasks
routes: ["/work/portfolios", "/work/portfolios/new"]
permissions: ["work.portfolios.create"]
features: ["work.portfolios"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Group related projects under one portfolio from the Portfolios page, name and describe it, or build it from a template, and archive it when the program of work is done.
keywords: [program, group of projects, campaign, multi-site rollout, portfolio template, archive portfolio, new portfolio]
related: [create-a-project, archive-or-restore-a-project, create-a-task]
---

In the sidebar, open **Projects & Tasks**, then **Portfolios**. The page address is `/work/portfolios`, and a new portfolio opens at `/work/portfolios/new`. A portfolio is a group of projects that belong together, such as every site in a rollout for one property manager, so you can follow the whole program from one place.

## Before you start

Your admin has to give your role the **Create portfolios** permission. Without it, **New Portfolio** does not appear.

## Steps

1. Press **New Portfolio** at the top of the Portfolios list. The **New Portfolio** page opens.
2. If your organization has portfolio templates, **Start point** offers **Blank portfolio** or **From template**. Leave **Blank portfolio** selected to start empty.
3. Type the **Name**.
4. Add a **Description** so the team knows what the program covers.
5. Press **Save**. Nova opens the portfolio.
6. To put projects in it, pick this portfolio in the **Portfolio** field when you create or edit a project; see [[create-a-project]].

## What you see

- The Portfolios list shows each **Portfolio** with its number, **Status** and when it was **Updated**. Type in **Search portfolios** or press **Filters** and narrow by **Status** (**Active** or **Archived**).
- The **Portfolio** number field at the top of the form is optional; Nova assigns the next number if you leave it blank.
- The note under the form reads that you can archive portfolios later.

## If something looks different

- **Name is required.** appears: type a name and press **Save** again.
- You chose **From template**: pick the **Template**, the name field reads **Portfolio name**, and a **Template version** field appears. If the template bundles projects, a tick box offers to create them with the portfolio, and an **Account** field appears because those projects need a customer. Leave the box ticked and pick the customer, or untick it to create the portfolio on its own.
- Nova says an account is required in template mode: the template creates projects, so pick the customer they belong to.
- To edit a portfolio, open its row menu and choose **Edit**. To take it out of active work, choose **Archive**; **Archive this portfolio?** opens, asks for a reason if your organization requires one, and finishes with **Archive portfolio**. The portfolio stays on the list with the **Archived** status; choose **Restore** in its row menu to bring it back, confirming with **Restore portfolio**. Archiving needs the **Archive portfolios** permission.
- **No portfolios to show.**: none exists yet, or the filters excluded them all.

[[route:/work/portfolios/new|Create a portfolio]]