Create your Portfolio

Create your Portfolio

Once you are ready to seek financing/vendor quotations for your project or group of projects, you can create a portfolio. 

1. Create a portfolio

  1. Navigate to the Plan > 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, RFP's Investors and name your Portfolio 
  5. Select Create.

2. View your Portfolio

Once you have created you click on save;

  1. Your portfolio will be created and you will be redirected to the Portfolios module within the main finance tab
  2. Click on the portfolio you created
  3. Use the sidebar to navigate your portfolio

  1. If your portfolo contains C&I projects, you can locate those under Finance > C&I Portfolio tabs

3. Delete your Portfolio

To delete your portfolio;

  1. Navigate to Portfolios from the home page
  2. Select the Portfolio you would like to delete
  3. Click Delete Portfolio at the bottom right side of the page.

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