5️⃣Create a Portfolio

[Organization feature]

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.

Create your portfolio.

Portfolios can be created to be either Static or Dynamic.

1. Static Portfolios:

You can manually add projects to create a Static Portfolio.

Create Static Portfolio.

Projects can be added once to create a Static Portfolio.

Choose Projects to be added to the Static Portfolio.

Fill in the required information and click Create.

In a few simple steps, create a new portfolio.

1. Dynamic Portfolios:

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

Create Dynamic Portfolio.

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.

Choose Primary Use Case to be added to the Dynamic Portfolio.

Fill in the required information and click Create.

In a few simple steps, create a new portfolio.

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

Portfolio view across projects.

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