Collections enable Enterprise and Business organization owners and admins to monitor specific project subsets and view their statistics and financials together. For instance, collections can group a particular team's projects or track projects initiated during the same quarter. Projects may belong to unlimited collections simultaneously.
Creating a Collection
Three locations allow collection creation:
- The white plus button adjacent to Collections in the left sidebar menu
- The HOME Collections tab
- The Portfolio Dashboard
Via white plus button: Access Organization Settings, click the white plus button next to Collections in the left sidebar. Enter the collection name and optional description, add projects, then select Finish.
Via HOME Collections tab: Navigate to Organization Settings > HOME > Collections, select "Add A Collection," enter details and projects, then select Finish.
Via Portfolio Dashboard: Open Organization Settings, select Portfolio, click the Export icon, and choose "Create Collection" from the dropdown.
Editing or Deleting Collections
Click the settings icon next to a collection name to access its projects and settings.
Management options include:
- Add Projects: Search for and select project names to add them.
- Remove Projects: Click the X on the right side of each project.
- Update Collection: Edit the name or description in settings.
- Delete Collection: Remove the entire collection from the bottom of the settings tab.
Important: Collection deletion is permanent and cannot be reversed.