Quickly add assets to any of your Personal or Organization Portfolio’s
After reading this article, you will learn:
What is a Portfolio?
In EarthScan, assets can be added to and removed from Portfolio’s. A Portfolio enables you to group assets and collate them together. This allows you to create, analyze, and compare different groups of assets to suit multiple decisions and use cases (i.e. by geography, by industry, or by business unit).
Where is your Portfolio located?
You can find your Portfolio’s in your Personal or Organization workspaces, which are located within the EarthScan menu.
Learn about how to create your Portfolio.
Who can add assets to a Portfolio?
Only the creator of the Portfolio can add assets to that Portfolio. Assets can be added to a Portfolio at any time.
Discover the different roles and permissions in EarthScan.
How to add assets to your Portfolio
Follow these steps to add an asset to your Portfolio:
- From the EarthScan menu, click on either your Personal or Organization workspace (depending on which profile you are adding assets to).
- If you are creating a new Portfolio, click on + Create Portfolio.
- If you are editing an existing Portfolio, click on the Portfolio you’d like to edit then click on Assets in the top left corner.
2. Select the asset or assets you wish to add to your Portfolio.
Add assets manually from our Asset Catalogue
- Search our Asset Catalogue using the search bar. We have over 540 million assets already mapped, and that number will continue to grow in 2023.
Please note: You can search using either place or area name and postcodes. At this time, you are not able to search by geographical coordinates.
2. EarthScan will take you to the area of the map that you’ve searched for.
3. Click on the specific asset you would like to add to your Portfolio.
4. Click ‘+Add to portfolio’.
5. A pop-up message appears on screen when the asset has been added to your Portfolio.
Add assets via .csv file
- Click the Upload file button in the top right-hand corner.
- A pop-up message appears once the .csv file has been uploaded.
- Click on the Add button in the bottom right-hand corner of the popup message to add the assets to your Portfolio.
- A pop-up message appears when the assets have been added.
Learn more about how to create a .csv file.
Add assets directly from the Asset Library to a new or existing Portfolio
You can add assets directly to multiple Portfolios from your Asset Library:
- From the EarthScan menu, hover over your Personal or Organization workspace icon (depending on which profile you are adding assets to).
- Click ‘Asset Library’ from the options that appear.
- Select the asset(s) you wish to add to a new or existing Portfolio.
- Click ‘+ Portfolio’.
- Select ‘New Portfolio’ or ‘Existing Portfolio’.
- If you have selected ‘New Portfolio’, a new Portfolio will be created.
- If you have selected ‘Existing Portfolio’, select the Portfolio(s) you wish to add and click the ‘Add’ button.
6. A pop-up message appears to confirm your selection.