How to create a new template for Portfolios?

Category: PPM

Profit.co provides an option to create a portfolio template for facilitating efficient project structuring and streamlining workflow processes.

Why this feature?

  • Generate reusable templates to standardize processes, saving time and ensuring consistency across multiple projects.
  • Streamline project structuring for smoother operations, promoting better organization and productivity within teams.

Step 1

Navigate to Settings → Portfolios and Projects → Portfolios from the left navigation panel and switch to the Templates tab. 

On the Templates page, click on the + Create Template button.

Step 2

On the Create Template side panel, enter the Portfolio name, fill in the required fields (Owner, Visibility, Status), and click the Create button.

The newly created Portfolio template will appear on the Templates page.

When creating a new portfolio, you can select the template that fits your requirements.

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