Portfolio

What is a Portfolio?

A Portfolio is an organization-wide collection of digital twin data, easily accessible by internal and external stakeholders. They are great at visualizing all of your assets and on-going projects, and to provide easy-access for your stakeholders from a single, easy-to-use access point. The Portfolio creates a spatial first view of all your assets, along with any critical Reality, BIM or GIS data required by your users to complete their tasks.

But if you're just getting started with iTwin Experience with a few assets, you might not need them quite yet. That's why Portfolios are optional. They are there to provide added value for you and your stakeholders when you're ready, but they are not required to get started. 

If you see a value in working with Portfolio, acces iTwin Experience application to create your first one, and follow the steps below.

If you don't plan working with Portfolios and prefer starting directly with Asset, go to the Assets and Projects  section. 

Create a Portfolio

To create a Portfolio, acces iTwin Experience application and on the upper left side of the page, click on the "Search iTwin" field and then, click on "Create".

The "Create a new iTwin" page is displayed. Select "Portfolio".

Fill in the different fields.

General Information

Number -  This field is mandatory and it must be unique. It can be text or number. 

Name - This field is mandatory. Type in a descriptive name.

Description - Type in a portfolio description.

Image cover: An Asset image cover can be selected. If defined, the image will be displayed as a thumbnail in the Asset Home page. Maximum file size is 5MB.

Data center location: Select the desired Data center location. Note that this cannot be modified once the asset is created.

"I aknowledge allowing adding external users to this iTwin". Check this mandatory toggle.

"Copy users & groups from parent iTwin - XYZ": Check this toggle if you want the users defined for your portfolio to access your new asset.

 

Portfolio Extent

You can define the spatial extent of your portfolio. Doing so, when accessing your portfolio, the spatial landing page will display the map at the location defined here.

Portfolio extent - Draw a polygon or a rectangle to set the extent of the Portfolio and hit the checkmark button to apply it. This extent is used when you launch the Map in the Portfolio and to display the weather widget.

Search - You can click on the search button and type a location name, for Example "Exton", or a specific address. Once you click on the search button, the location that is found is centered in the map and defined with a push pin. If multiple locations are found, they are all displayed on the map with push pins.

+ -  Use the + and - tools to zoom in an out in the map. You can also use the mouse wheel to zoom in and out.

Navigate to my location - Use this tool to navigate to your location. 

Toggle Layer Control Tool - Use this tool to change the display of the layer control.

Once you have set the general information and the Portfolio extent, click Create.

The Spatial landing page will display and be centered to the extent you defined. If no extent has been defined, the United States area will be displayed.

Portfolio Configuration

To access the Portfolio Configuration page, click on the "Configure" button, beside the iTwin picker.

The Portfolio Configuration page displays General information and the Users & roles tile that allow to grant access to your portfolio.

For more information on how to configure the Users & roles, please consult this page Users and Roles Management.

Edit Portfolio

Once the General information is defined, it is always possible to edit the different fields by clicking on the "Edit" button. 

The same fields are described in the section above.

Delete Portfolio

At any time, a portfolio can be deleted. If the portfolio has iTwin (asset or project) associated, you will be asked to delete the associated iTwin before deleting the iTwin.

Portfolio Home view

The Portfolio Home view is divided in three sections:
1- The Portfolio name

2- Recent Assets

3- My Inspections

The Recent Assets section lists the assets that have been visited recently. It contains a button to add a New asset and to View all assets. For more information on the asset, go to the  Assets and Projects  section.

The My Inspections section lists your active and/or scheduled inspections. For more details on the inspections, go to the Inspections section.