Create your Portfolio

Create your Portfolio


1. Create a portfolio

  1. Navigate to the Projects > My Projects section
  2. Select the checkbox next to the project(s) you want to include in the portfolio 
  3. Select the clipboard icon 
  4. In the Create Portfolio modal, select the checkbox next to Create Portfolio for Financing ( Tenders RFPs, Financiers) and name your Portfolio 
  5. Select Create:

2. View your Portfolio

Once you have created it, you click on save.

  1. Your portfolio will be created and you will be redirected to the Portfolios module.
  2. Click on the portfolio you created
  3. Use the tob menus to navigate your portfolio

3. Share your Portfolio

  1. Click on Finance
  2. Click on the Portfolios option
  3. Open the Portfolio you have just created
  4. Fill out all the required fields
  5. Click on Portfolio Submission once you are ready to submit it
  6. Click on Share with Financier to submit it.