- By clicking the Manage Organization button on the MyBar, navigate into the Organization that you would like to create the Portfolio in.
- From the Sections Bar, select the Portfolios section.
- Click on the "Add New" button, located at the top-right corner of the screen.
- "Name" your Portfolio, give a unique Key and add a "Description" (optional).
- Click the "Save" or "Save & Close" button to save your Portfolio.
Note: PowerHub Lithium automatically creates a Default Portfolio, whenever an Organization is
If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.