> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deal-pipe.de/llms.txt
> Use this file to discover all available pages before exploring further.

# Build portfolios

> Group projects and selected units.

<Note>Portfolio is an optional module. It appears only when enabled and permitted for your role.</Note>

## 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](/en/platform/sharing).


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