Portfolios
Manage all of your work from one central organizing system. The latest FieldDoc updates represent a significant leap forward in how FieldDoc supports users in managing and optimizing their nature-based work. These features are designed to empower you with the tools you need to drive impactful environmental change. It may be boring, but a key feature that's needed is a centralized place to organize your work.
View of a FieldDoc Standard User Portfolio's Home Page
Each Organization's Portfolio does just that. It organizes your work in one, searchable location. Additionally, you can add customizable metrics to your Portfolio to track your Organization's progress toward target goals with each activity record.
FieldDoc is no longer just a tool for grant reporting; it's now a comprehensive solution for managing all of your nature-based projects in one place. With the introduction of Portfolios, you can easily organize and oversee your entire body of work without the need to tie everything to a specific funding program. This shift gives users more control, allowing them to share only the relevant records with third parties, funders, or collaborators—empowering organizations to manage and share data on their own terms.
Gone are the days of fragmented data management. Whether you’re juggling multiple projects or working with several partners, Portfolios give you the flexibility to centralize your data while selectively sharing the right information. This is a game-changer for organizations, giving them a holistic view of their nature-based work while retaining full autonomy over what they share and with whom.