How-to Create a New Portfolio

  1. By clicking the Manage Organization button on the MyBar, navigate into the Organization that you would like to create the Portfolio in.
  2. From the Sections Bar, select the Portfolios section.
  3. Click on the "Add New" button, located at the top-right corner of the screen.
  4. "Name" your Portfolio, give a unique Key and add a "Description" (optional).
  5. Click the "Save" or "Save & Close" button to save your Portfolio.

Note: PowerHub Lithium automatically creates a Default Portfolio, whenever an Organization is
         created.

 

See also:

 

If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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