5️⃣Create a Portfolio

A Portfolio lets you compare all active projects in your organization across the same scope categories and LCA stages, ensuring consistency and normalization for an "apples to apples" comparison.

From the Organization Dashboard, begin by clicking the + New Portfolio button.

Portfolios can be created to be either Static or Dynamic.

1. Static Portfolios:

You can manually add projects to create a Static Portfolio.

Projects can be added once to create a Static Portfolio.

Fill in the required information and click Create.

1. Dynamic Portfolios:

Dynamic portfolios can be created by using filters for Primary Use Case.

Select the Primary Use Case, and the app will automatically add all the Projects in your Organization to the Portfolio. C.Scale will also automatically include any new projects with the same Primary Use Case into the Dynamic Portfolio.

Fill in the required information and click Create.

After creation, click on the desired Portfolio Name to open up the portfolio view.

Note: All projects within the Portfolio are compared based on the target scenarios set within the project.