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What is the Portfolio Layer?

All of your projects, mapped

Holly Conrad Smith avatar
Written by Holly Conrad Smith
Updated over a month ago

Get the big picture.

See all of your projects on the map! Navigate your portfolio of projects on the map from scratchpad or inside any project. See all of your projects in context on the map, with quick access to edit project information or open the project.

Your projects are inherently spatial - they represent a specific set of objects in a specific place on earth.

Therefore, it’s important to visualize your projects in context of each other.

The portfolio layer maps the location of every one of your projects, while also reporting on Workspace Properties assigned to them. It essentially turns all of your hard work into a data layer that can be actioned just like any other layer, using Data Table.

The portfolio layer is available for the Enterprise Tier

Using the Portfolio Layer

The portfolio layer functions as a typical layer would in your projects or spaces.

You can:

  • Create portfolio layers from the Create Layer menu

  • Add it to layer groups and change its visibility

  • Filter and style its contents with the data table

The Portfolio Layer also has some special abilities.

Click a project label or project cluster on the map to access the special portfolio functions.

  • Settings - Reveal the project settings flyout to edit the name, description, or other properties

  • Open - Open the project to edit geometry, usages, and analytics.

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