For Enterprise and Business Organization Owners and Admins, Collections are a way of monitoring a specific subset of Projects and seeing their statistics and financials in one place. For example, you could create a collection to keep a particular team's Projects together, or to monitor a set of Projects initiated in the same quarter.
Note: Projects can appear in an unlimited number of Collections.
Create a Collection
There are 3 locations to create Collections:
The white + button above the Collections section in the left side bar menu
The HOME Collections tab
The Portfolio Dashboard
White + button
To create a new Collection, open Organization Settings and click on the white + button right next to Collections from the left side bar menu. Next, Enter the Collection name and description (optional). Add projects to your Collection and select Finish. This will create your new Collection, which you can find in the three line menu on the left.
The HOME Collections tab
Navigate to Organization Settings > HOME > Collections from the top of the page, then select Add A Collection. Enter the Collection name and description (optional). Add projects to your Collection and select Finish. This will create your new Collection, which you can find in the three line menu on the left.
Portfolio Dashboard
Open Organization Settings, select Portfolio, navigate to the Export icon, and select Create Collection from the dropdown menu.
Edit or Delete Collections
Click on the settings icon next to your Collection name to access your Collection projects and settings.
Add Existing Projects from Collection: type a project name in the search box and click the result to add it.
Delete Projects from Collection: click the X on the right side of a project in the Collection project list.
Update and Delete Collection: in the settings tab, edit the name or description of your Collection. At the bottom of the screen, you can delete the entire Collection.
NOTE: Deleting a Collection cannot be undone.
Find out more about Project Financials here.