Basics of Portfolio View

Portfolios serve as the account homepage for locating, creating, and managing projects.

After you login to Unearth, the Account Portfolio will appear with a map and a list of your current projects. You can quickly differentiate the Portfolio View from the Project View by the color of the menu bars - Portfolio View is dark gray, and Project View is light gray.

• At the top: you see all of your project sites as polygons on your map (this is the site bounds polygon that you draw when you create a new project site)

• At the bottom: you have a list of all of your projects:
  • Each project has individual properties that you can note and search. 
  • The 'type' of a project depends on the toolkit you decide to use when creating that project.
  • You can filter the table view of projects the same way you can filter within a project. If you ever have difficulty finding a project, check if you can reset the filters since that may be blocking the visibility of a project.  
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You navigate the Portfolio as you would navigate within an individual project site:

• On the right-hand side, you can change your basemap, find your current location, and zoom in/out on your map.
• On the left-hand side of the Portfolio:

• • The Unearth logo is the home for your account settings and info:
  • 
• • • Portfolio = the account homepage (the view of the map and the list of current project sites).
    • People = the complete list of users that are on this account and where you can add new users if you are an account owner or administrator.
• Account Info = a quick overview of the account name, number of user seats, and when it was created.
• Switch Account = if you have been added to multiple accounts, you can find the others in a dropdown menu.
• • 'Plus' Icon - Create a new project
    • Create a new project by clicking on the 'plus' icon (done by Owners, Administrators, and Managers).
    • 
• • • The 'Projects' window opens and you will find your custom toolkits that have been added to your account. Select one and begin creating your new Project.
    • You will be prompted to locate and draw your site bounds.
    • 
• Draw your polygon and click the last point twice to complete it. Then you will see the Project's properties form.
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• Edit the Project properties here (number, name, status, and comments).  Included in the properties form are tabs:
  • Links - upload any files to the Project.
• • • • Comments - keep a running conversation going about the project and send notifications to specific users using the @mention function.
• • • • People - manage users on the specific Project and their roles (Owners and Administrators).
      • 
      • Places/Levels - view the Project's site bounds and add additional places within the bounds to link assets that are within the Project.
      • Now, click "Go to Site" to start adding data and assets to your new Project site.
      • 

• • Export Arrow:
    • You can export a document (XLS, CSV, geoJSON, PDF, Shapefile, or KML) that includes all of your Project Sites to keep for your own records.
  • Saved Views bookmark:
    • You can create a Saved View to quickly filter your data according to your project needs.
      • To save a filtered view, first assign the desired filters, then click the bookmark on the Table View
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• • • • Name and save your Saved View:
      • 
      • Now, even when filters are cleared, you can click the bookmark on the left menu to select saved views
      • 

 

As always, if you run into any issues or have any questions, please reach out to us at unearthsupport@procore.com.

 

Revised May 2022