Portfolio
Portfolios are the foundational organizing structure for all FieldDoc Users' data
What is a Portfolio?
To give you a logical and convenient way to organize and access all of your data we created Portfolios.
Your Portfolio is a simple access point on your left-hand pane and provides navigation to all key elements enabling you to keep data up to date in FieldDoc.
General User Portfolio View
Program Manager Portfolio View
Views of Activities, related Metrics, and the relevant Atlas of Activity footprints can be accessed at each Portfolio level. FieldDoc provides users with a cascading snapshot of their work based on the most relevant context to their needs.
How do I create a Portfolio?
Portfolios are a fundamental component of FieldDoc. When you create a user account, you have created your workspace Portfolio. Within this overarching framework, you can rely on the Portfolio Structure to create Activities. If desired, you can use the Project and Site folders to file your Activities.
No two User Portfolios are the same!
Portfolios are unique to each FieldDoc User. While your account may be the mirror image of a colleague, that's not always the case.
You will see all Activities, Sites, and Projects related to your Organization as well as any additional records that you have been given access to as a Collaborator.
General and Standard Users Portfolio Structure & Organization
Users who are creating Activity records and managing land-based work in FieldDoc have Portfolios with three nested layers:
| Component | Description |
|---|---|
| Projects | Highest level folder that organizes Activities |
| Sites | Sub-folder aimed at helping to further group Activities within a Project. |
| Activities | Core record type. Stores Activity Types, Metrics, Geometry, and Pacts data. |
While Activities are the core record type in FieldDoc and the location for most of the data that you manage, we see value in providing a file structure to help you organize your Activities. All of your work will be entered into the Activities.
As a General User, you will manage the Activities in your own workspace and you will share your portfolio of Activities through Pacts to Program Managers. The Projects and Sites are the names of the file structure that FieldDoc provides to help you contain your Activities in an organized way. Activities can only belong to a single Project or Site within your Portfolio. Activities can be shared to multiple Pacts.
Program Managers Portfolio Structure & Organization
Program Managers have a different Portfolio Structure than General and Standard Users.
| Component | Description |
|---|---|
| Funding Sources | List out Funding Sources that are related to your Opportunities |
| Programs | Programs are configured by the FieldDoc Team for Program Managers. Once configured, Program Managers can view and manage all sorts of Program-related information |
| Projects | Folder will be populated with Projects created by Program Managers if they manage Activity data outside of Programs. For example, if a Program Manager is both a restoration practitioner implementing Activities and manage a Program that collects Activity Data via Pacts from other users. |
| Activities | Core record type. Stores Activity Types, Metrics, Geometry, and Pacts data. |
| Metrics | Lists all Metrics associated with your organization either through direct creation or Pacts. |
A Program Manager's Portfolio is structured differently than a General User because their Activities list and Pacts lists are populated as General and Standard Users share data to their Pact Opportunities.
Program Managers detail Program information, such as Activity Types and Planned Metric Values in the Programs contained within their Portfolio.
Updated 15 days ago