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 a FieldDoc workspace will be added to your portfolio. The following are a few ways that you can put data into your portfolio.

Create Folders > Sub-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 Folder for a Program that your organization manages. You can create Sub-Folders 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.

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 Folders and sub-folders This means that you can build out your entire portfolio from one import!

🌱 Learn more: Import

Create a Pact

When you create a pact in an Opportunity, you have the option to create new activity records within the pact or link them from your portfolio. Any activity records that you create within your pact will also be added to your workspace's portfolio.