What Are Portfolios?
Portfolios are used in Essential ERM to:
Organize records (e.g., by department or function)
Filter dashboards and reports
Restrict user access to specific data sets
For example, a “Council” portfolio could hold risks and records specific to that department, and users assigned only to that portfolio will see only that data when logged in.
What’s New in Portfolio Management?
The updated Portfolio Management screen improves how admins view and manage portfolios:
Located under Admin → Portfolios and Roll-Up Groups
All portfolios are shown in a scrollable list on the left
Selecting a portfolio shows its details on the right
New features include:
Portfolio Search
Quickly find a specific portfolio from the list
View and Edit User Access
See which users or user groups have access
Add or remove users directly in the panel
🛈 If access is granted through a User Group, those users will also be listed (with user groups explained in another article)
View Linked Risks
See how many risks are tied to a portfolio
Click the link to filter the Risk Console to just those records
Multi-Portfolio Filtering (New!)
You can now filter by multiple portfolios at once in the Risk Console:
Open the filter menu
Select several portfolios using the new multi-select feature
Apply the filter to view combined data across those portfolios