Creating a portfolio in Profit.co takes two steps: create a Portfolio Roadmap to hold it, then create the Portfolio itself with a name, owner, and visibility setting.
Table of Contents
- What Is a Portfolio in Profit.co?
- What's the Right Way to Approach Creating a Portfolio?
- Why Does Setting Up a Portfolio This Way Matter?
- How Do I Create a Portfolio?
- What Happens When You Create a Portfolio?
- What Are the Best Practices for Creating a Portfolio?
- Related Articles
- What Are Some Frequently Asked Questions About Creating a Portfolio?
What Is a Portfolio in Profit.co?
A portfolio groups related projects, and even sub-portfolios, under one strategic umbrella, so you can track progress, budget, and risk at a program level instead of project-by-project. Every portfolio lives inside a Portfolio Roadmap, which must exist first.
What's the Right Way to Approach Creating a Portfolio?
Decide the grouping logic first, by department, program, or strategic goal, then set up a structured container with clear ownership and visibility, so every project added to it later inherits that same organizing principle instead of sitting there as an unrelated list.
Why Does Setting Up a Portfolio This Way Matter?
A portfolio created without a clear owner or visibility setting leaves both ambiguous the moment someone else needs to check it. Setting these at creation, not after, means accountability and access are correct from the first project added, rather than retrofitted.
Starting from a template also means every recurring portfolio type inherits the same predefined structure and configuration, instead of each new portfolio being built from a blank panel with a slightly different setup.
How Do I Create a Portfolio?
Step 1: Create the Roadmap First
- Navigate to Portfolios and Projects → Portfolio, switch to the Portfolio Roadmaps tab, and click + Create Roadmap.
- Fill in the roadmap name, set its visibility, and click Create.
Step 2: Create the Portfolio
- On the new roadmap, click + Create Portfolio.
- Fill in Portfolio Name, Template (optional), Date, Owner, Status, and Visibility, then click Create.
Step 3: Or Start From a Template
- Click Create From Template in the top right of the Create Portfolio panel.
- Search for and select the relevant template to apply its predefined structure, sections, and configurations.
Step 4: Add Projects
- From the new portfolio's Overview tab, use Create Project or Add Projects to bring projects under it.
What Happens When You Create a Portfolio?
| Scenario | What Happens |
|---|---|
| You create a portfolio without selecting a template. | Profit.co creates it as a blank structure with only the fields you entered: Name, Date, Owner, Status, and Visibility. |
| You click Create From Template. | Profit.co applies that template's predefined structure, sections, and configurations to the new portfolio. |
| You set the portfolio's visibility during creation. | Profit.co controls who can see the portfolio going forward based on that setting. |
| You associate a project with the portfolio. | Profit.co brings that project's data under the portfolio's roll-up views, including Risks, EVM, and Dependencies, automatically. |
What Are the Best Practices for Creating a Portfolio?
- Create the Roadmap before the Portfolio, since Profit.co requires a roadmap as the container a portfolio is created under.
- Start from a template when your organization has a standard portfolio structure, since Create From Template applies the predefined sections in one step instead of rebuilding them manually.
- Set visibility deliberately at creation, since it determines who can see the portfolio from the moment it's created.
- Assign a clear Owner at creation rather than leaving it blank, since ownership drives the accountability shown on the portfolio list view.
Related Articles
What Are Some Frequently Asked Questions About Creating a Portfolio?
No. You can add a new portfolio to an existing roadmap using + Create Portfolio, or attach an already-existing portfolio to a roadmap using + Add Portfolios.
Yes. From the portfolio's Overview tab, use Create Project or Add Projects at any time.
Yes. From the portfolio's Overview tab, you can create a sub-portfolio to group related projects at a more granular level.
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