Work on a portfolio

What a portfolio's page shows, how to follow the projects in it, how to edit or archive it, and every action in its Actions menu.

In the sidebar, open Projects & Tasks, then Portfolios, and open a portfolio from the list. The page address is /work/portfolios/ followed by the portfolio and the tab you are on. It is laid out like every record page (see Find your way around a record page).

What you see

• The summary strip: how many Projects, Tasks and Work Orders the portfolio holds, and when it was Updated.
• The details panel on the left:
  • Portfolio details: the Portfolio Number, Status, when it was Created, Updated and Archived, and its Branch.
  • Projects: the first few projects in the portfolio.
  • Delivery rollup: Active projects, Completed projects, Tasks and Work orders across all of them.
  • Additional details: your organization's own fields.

The tabs

• Overview: the Portfolio brief, the Coverage snapshot (Projects included, Active projects, Completed projects, Linked work orders) and shortcuts to the other tabs.
• Projects: every project in the portfolio with its Status and Timeline. Press a name to open the project. Manage project columns adds columns such as Created or Updated. More projects load as you scroll.
• Notes, Files and Access (Add a note to a customer or record, Attach a file or photo to a customer or record, Keep gate codes and passwords on a customer or record).
• Activity: everything that happened on the portfolio (See what happened on a record).

A project joins a portfolio from the project itself: pick the portfolio in the project's Portfolio field (Create a project).

The Actions menu

• Back to portfolios, Add note and Upload file.
• Edit portfolio opens /work/portfolios/ followed by the portfolio and /edit. Change the Name, the Portfolio number (unless it is locked) and the Description, then press Save. Nova takes you back to the portfolio.
• Save as template saves the portfolio and its structure as a portfolio template.
• Customize tabs (Change the tabs on one customer or record).
• Archive portfolio, last and in red. Archive this portfolio? asks for a reason if your organization wants one. An archived portfolio shows Restore portfolio at the top of the menu.

If something looks different

• Edit portfolio or Archive portfolio is missing: your role cannot update or archive portfolios.
• Save as template is missing: portfolio templates are off, or your role cannot create them.
• Manage project columns is missing: your role cannot change table columns.