Build your Portfolio

IN THIS ARTICLE

Portfolios provide the organizational structure for an Workspace's activity records and supporting data. They also include organization metrics and Pact overviews. The structure of your content in FieldDoc is organized through project folders, sections and activities. Pages live inside of spaces, and collections are groups of spaces.

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Build your Portfolio

Think of your portfolio like your a Google Drive full of folders and sub-folders in which you organize your files. Activity records are the core of your portfolio. They can be added directly or sorted into Project Folders and Sections.

Adding data to your portfolio

All data that you add to FieldDoc will be sorted into your portfolio one way or another. The following are a few ways that you can put data into your portfolio.

Start with metrics

If you are a standard user tracking organization metrics, we recommend that you start by adding creating your portfolio's metric's list. This will make it a lot more efficient for you to build out the entirity of your portfolio once you start adding your nature-based activity data.

🌱 Learn more: Metrics | Organization Metrics

Create Project Folders > Section Folders > Activity Records

Using the + Create button, you can manually add individual folders and then nest data within those folders. For example, you can create a Project Folder for a Program that your organization manages. You can create Sections within the Project folder for each of the farmers that you are working with. And then within each section, you can create the activity records to track the sustainability practices that will be installed across that farmer's landholdings.

🌱 Learn more: Portfolio | Activities

Import Data

FieldDoc lets you import data in .csv, shapefile, and .GeoJSON formats. You can import single files or batch import. The importer from the Home page allows you to select the destination table, which means that you can import Metrics, Project folders, Section sub-folders, or Activity records.

The really cool thing is that, if you batch import activity records, you can include fields for Project and Sections. This means that you can build out your entire portfolio from one import!

🌱 Learn more: Import

Can funders view my portfolio?

No. Your portfolio is created within a specific workspace and is only visible to users who have access to that workspace or are part of your organization. Funders and third parties cannot see your full portfolio.

However, you can share specific data from your Activity list. To do this, you’ll need to create a Pact within the relevant funder’s program and link the activity records you want to share. Once shared, you can also add programmatic metrics to those records, as required by the funder.

🌱 Learn more: Pacts | For Grant Reporting | Program Guides