> For the complete documentation index, see [llms.txt](https://help.fielddoc.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.fielddoc.org/getting-started/quickstart/build-your-portfolio.md). # 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. *** ## 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! :seedling: Learn more: [Import](/essentials/import.md) ### 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.fielddoc.org/getting-started/quickstart/build-your-portfolio.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.