Building Portfolios allow you to organize buildings into specific groups, making it easier to manage properties across your organization.
Portfolios can also be used throughout Property Vista to organize reporting, manage user permissions, and configure policy settings.
STEP 1. NAVIGATE TO PORTFOLIOS
Navigate to Organization → Portfolios.
STEP 2. CREATE A NEW PORTFOLIO
Click New Portfolio to create a portfolio.
STEP 3. CONFIGURE YOUR PORTFOLIO
- Enter a Portfolio Name.
- Select the properties you want to include in the portfolio.
- Click Save to create the portfolio.