Portfolio
Last updated
Last updated
IN THIS ARTICLE
Portfolios are the home for your organization's FieldDoc data.
Portfolios are unique to each workspace within an organization. Portfolios are the home for your activity and metric data, providing structure that allows your team to stay focused on their work.
Portfolios contain the following organization components:
Project folders are the top-level organizational units within a Portfolio. While optional, they can be used to structure your activity records more effectively. For example, if your organization runs multiple conservation or restoration programs, you may choose to create a separate folder for each initiative. This helps organize activity records and track implementation progress more distinctly.
Sections are mid-level sub-folders within a Project folder. They are optional but can be helpful for adding another layer of organization to your activity records. For example, you might use Sections to group activities by landholder, county, or another relevant category within a project. This can support clearer tracking and reporting across different areas or partners.
Activities are the core data records within a Portfolio. Each Activity represents a specific conservation or restoration action, such as planting riparian buffers, installing cover crops, or removing invasive species. Activities are where you enter key implementation details, including location, timeline, and practice metrics. All measurable progress and outcomes are tracked at the Activity level, making them the foundation for reporting and impact assessment.
Metrics are organization-defined, non-automated data types used to track quantitative goals. Each Metric represents a specific objective your organization has set—such as acres restored, linear feet of streambank stabilized, or pounds of sediment reduced. Users can define planned target values and then track progress toward those targets within each Activity record. Metrics are automatically rolled up to the Section and Project levels, allowing users to view collective progress across their portfolio.
Note: If you are participating in a Pact, you may also be asked to track Programmatic Metrics. These are separate from your Portfolio metrics and are managed at the Pact level.
Pacts are agreements that bring together multiple partners under a shared conservation or restoration strategy. They provide a framework for aligning efforts, sharing data, and reporting collective progress toward regional or programmatic goals. Pacts as managed by Funding Programs and allow an organization so share activity data for review and participation. Each Pact may define its own set of Programmatic Metrics, which participating users are expected to track in addition to their Portfolio metrics.
Pacts allow organizations to link activity records from their portfolio. Once activity records are linked to a Pact, the programmatic metrics and other program-specific information will be made available through the activity records. Once completed, they roll up relevant data from partner Portfolios to support shared analysis and storytelling across the full collaboration.
