Portfolio is an optional module. It appears only when enabled and permitted for your role.
Create a portfolio
Open Portfolios, enter a name, and open the new portfolio. Add projects or units through the available selection. Review the unit list before confirming; a default selection may include more units than intended.
The overview shows assigned projects, properties, and their calculated total value. A portfolio organizes inventory but does not replace reviewing individual property details.
Share with partners
Sharing a portfolio with a partner organization can grant access to its included projects and their units. Explicitly review the displayed scope: selecting individual units in your portfolio does not automatically mean that partner sharing is restricted to those units.
If Include future projects is offered, decide whether projects added later should also be shared. Review existing shares after changing portfolio membership.
For customer sharing, use specific unit assignments.
