Portfolios
Overview
Portfolios are used to group related sites and summarize alerts across those sites. For example, a portfolio can represent shared ownership or a common operator.
If a site is part of a portfolio, the portfolio information appears in the right sidebar of the following pages:
Site Details
Submission Details
Permit Details
Evaluation Details
Compliance Action Details
For information on the alerts displayed in the Portfolios section of the right sidebar, see the Alerts page.
To manage portfolios, navigate to Admin > Portfolios.
Portfolio Types
When creating a portfolio, a portfolio type must be specified. A portfolio type is simply a label that indicates the purpose or contents of a given portfolio, such as “Compliance Cases” or “Stationary Air Sources.” The default portfolio types included in a base nVIRO installation are General and Owner, but additional portfolio types can be added by agency administrative staff on the Portfolio Type lookup page (Admin > Lookups > Portfolio Types). Portfolio types can be defined within a specific program area or as cross-program types. There is no difference in system functionality among different portfolio types.
Adding a New Portfolio
To create a new portfolio:
On the Portfolios page, click the Add New Portfolio button.
Enter a portfolio name and select a portfolio type.
Click the Save button.
Merging Portfolios
To consolidate sites assigned to different portfolios:
On the Portfolios page, use the checkboxes to select portfolios to merge.
Click the Merge Selected button to open the Choose Target Portfolio dialog.
Select the target portfolio and portfolio type, then click the Merge button.
Editing a Portfolio
To edit an existing portfolio:
On the Portfolios page, click the Edit button.
Make necessary changes to the Portfolio Name or Portfolio Type fields.
Click the Save button.
For information on adding sites to a portfolio or removing sites from a portfolio, see the sections below.
Viewing Portfolio History
To view a record of all changes made to the portfolio over time—including merges with other portfolios, additions and removals of sites, and changes to the portfolio name or type—click the History button next to the portfolio on the Portfolios page.
Viewing Portfolio Details
There are three ways to access portfolio details:
Click the Open button next to any portfolio on the Portfolios page.
When viewing a portfolio site or a record associated with one, click the portfolio name in the right sidebar.
When viewing detailed alert information for a portfolio, click the Manage Portfolio button.
The Portfolio Details page displays a list of portfolio sites, along with a summary of active compliance actions, outstanding balances, and expired permits across those sites.
Click any site’s name to view its details. Records that generated site alerts are listed beneath their corresponding site. Clicking the Open button next to one of these records opens the appropriate Compliance Action Details, Financial Details, or Permit Details page, depending on the alert type.
Adding a Site to a Portfolio
To add a site to a portfolio:
On the Portfolio Details page, click the Add New Member button.
Search for the site to add, then click the Add button next to it.
Removing a Site from a Portfolio
To remove a site from a portfolio:
On the Portfolio Details page, click the Delete button next to the site to remove.
When prompted to confirm, click the Yes button.
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