Portfolios
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      Create your Portfolio

      Easily map your assets and collate them together into a combined view with EarthScan™ Portfolios

      After reading this article, you will learn:

      What is a Portfolio?

      In EarthScan, 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, industry, business unit or whichever grouping you choose).

      Create your Portfolio

      You can create Portfolios in both your Personal and Organization workspaces. 

      Learn more about the different workspaces in EarthScan.

      It’s simple to create your Portfolio:

      1. From the EarthScan menu, navigate to the workspace you’d like to create a new Portfolio in.
      2. Click on the ‘+ Create Portfolio’ button.
      3. Name your Portfolio and click ‘Create Portfolio’.

      Rename your Portfolio

      Name your Portfolios to easily identify groups of assets within them. We recommend that you give each Portfolio a unique identifier. Follow these steps to rename your Portfolio: 

      1. Click on the three vertical dots in the top right corner of your Portfolio.
      2. Click ‘Edit Portfolio Details’.
      3. Enter the new name of the Portfolio.
      4. Click 'Save'. 

      You can edit the name of your Portfolio at any time by repeating the steps above.

      Add assets to your Portfolio

      You can add assets to your newly created Portfolio in two ways:

      1. Manually search for assets
      2. Upload assets via a .csv file

      Learn more about how to add assets to your Portfolio.

       

      Please note: The total number of assets you can analyze depends on whether they’re located in your Personal or Organization Portfolio. 

       

      Discover how many assets and Portfolios you can have in EarthScan.