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Filter and Style the Portfolio Layer

Update projects with the Portfolio Layer and Data Table

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

You can use all of the filtering and styling settings in the data table on your Portfolio Layer.

Open the data table by clicking the table icon on the portfolio layer from the layer tree

Style the Portfolio Layer

Styling the portfolio layer uses the same settings as any other vector layer, with some additional considerations:

  • Fill: fills the project boundary polygon with a selected color

  • Outline: Adds a color to the project boundary polygon outline

  • Label: Add workspace property values to the label.

    You must have the label enabled for the project to be clickable on the map.

  • Circle: Places a dot at the centroid of the project boundary.

    By default, the circle color matches the workspace accent color

  • Cluster: As you zoom out, nearby projects are clustered into a single circle with a number representing the project count

Add a Portfolio Layer

By default, every Space you create will include a portfolio layer.

You can add additional portfolio layers to save filter and style presets.

Navigate to the Layer Palette, then click “New data layer”

When the Layer Library opens, click “Create new Layer” on the right hand side.

The dropdown displays all of the layer type options. Select "Portfolio"

Give the portfolio layer a name, and select which workspace of projects to display:

Once added, the layer is visible on the map, and can be styled using Data Table.

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