{"id":909,"date":"2016-09-21T16:27:43","date_gmt":"2016-09-21T04:27:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=909"},"modified":"2020-12-07T10:39:07","modified_gmt":"2020-12-06T21:39:07","slug":"a830","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a830\/","title":{"rendered":"Portfolios"},"content":{"rendered":"<div class='content-column three_fourth'><strong>Portfolios<\/strong> can be used to group <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a><a href=\"\/help\/a60\">programmes<\/a> and <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\" alt=\"Project icon\" width=\"23\" height=\"22\" \/><\/a><a href=\"\/help\/a100\">projects<\/a> into arbitrary groups for comparison and prioritisation.\r\n\r\nYou can <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/portfolio.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-215\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/portfolio.svg\" alt=\"Portfolio icon\" width=\"23\" height=\"20\" \/><\/a><a href=\"\/help\/a831\">add portfolios<\/a> to your organisation from the <a href=\"\/help\/a54\">organisation view page<\/a> <a href=\"\/help\/wp-content\/uploads\/2020\/12\/add_menu.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-152\" src=\"\/help\/wp-content\/uploads\/2020\/12\/add_menu.svg\" alt=\"Add menu icon\" width=\"25\" height=\"23\" \/><\/a>add menu in the top header area, or to other portfolios, from the <a href=\"\/help\/a834\">portfolio view page<\/a>&#8216;s <strong>Portfolios<\/strong> tab to create a hierarchy of portfolios.\r\n\r\nIf you have <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/indicator.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-216\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/indicator.svg\" alt=\"Indicators icon\" width=\"20\" height=\"25\" \/><\/a><a href=\"\/help\/a850\">indicators<\/a> set up for your organisation then you can set weightings for each portfolio against those indicators.\r\n\r\nOnce you&#8217;ve added your portfolios they will appear in the <strong>Portfolios<\/strong> tab when you create or edit a programme or project.<\/div>\r\n<div class='content-column one_fourth last_column'><h4>Related topics<\/h4>\r\n<ul>\r\n \t<li><a href=\"\/help\/a50\">Organisation<\/a><\/li>\r\n \t<li><a href=\"\/help\/a60\">Programme<\/a><\/li>\r\n \t<li><a href=\"\/help\/a100\">Project<\/a><\/li>\r\n \t<li><a href=\"\/help\/a850\">Indicators<\/a><\/li>\r\n \t<li><a href=\"\/help\/a831\">Add portfolio form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a832\">Edit portfolio form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a833\">Delete portfolio form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a834\">View portfolio page<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  Portfolios can be used to group programmes and projects into arbitrary groups for comparison and prioritisation.    You can add portfolios to your organisation from the organisation view page add menu in the top header area, or to other portfolios, from the portfolio view page&#8217;s Portfolios tab to create a hierarchy<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":201,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-909","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Portfolios - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Portfolios\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a830\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Portfolios - 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