# Portfolios

Portfolios allow users to organize Projects within a Space. Each Portfolio contains many Projects, and each project belongs to a single Portfolio. Any user with access to a Space can view its Portfolios, but users still separately need permissions to view the Projects inside a Portfolio.

![Portfolios](../../../assets/8e8931acb5ffa9adca07f0cfdbcd75c784091bd9cac2ef295e4cab2d41a37f34.webp)

## Create Portfolios

Users with the Editor role on a Space can create a Portfolio from the Portfolios page. Each Portfolio must have a Space and a unique name. Portfolio creators can optionally provide a short text description and configure the Portfolio's thumbnail with an image or icon color. Thumbnail images should be square and will be compressed in size.

## Edit Portfolio metadata

Administrators and curators can edit a Portfolio's metadata from the Actions menu in the top right. Name, Description, and Logo are editable, but Portfolios cannot move between Spaces after creation.

![Action Dialog](../../../assets/67c3569f0bcbffd549781ea059a034a112021bb459ae9c182599b12952f95cb9.webp)

Administrators and curators can also add Markdown documentation to a portfolio. All users who can view the Portfolio can view this documentation.

## Curate Portfolios

After creating a Portfolio, administrators can populate it with Projects from the same Space using the **Add Projects** dialog. This dialog displays all projects in the same Space as the Portfolio, including those that already belong to a separate Portfolio. Since Projects can only belong to a single Portfolio, moving a Project to another Portfolio will remove it from the first one.

![Adding Projects](../../../assets/de1543032a1c49f1804ccc3f9d5f86e8fd9f1fec5ee37a4704621dc394ee9715.webp)

After selecting Projects to include in this Portfolio, users have the option to change each Project's display name. This is an optional step.

![Renaming Projects](../../../assets/513c5a7851c44ca26f7c429bffd128ca722c5e5c1b7f371d4a206942be40e2dc.webp)

### Additional Portfolio curators

Normally, only users with the `Editor` role on a Space can manage the contents of its Portfolios. To expand Portfolio curation permissions, users with management access can open the sidebar on a Portfolio and edit its list of **Curators**. These users will have the option to add or remove Projects from this Portfolio, as well as edit its description and documentation.

![Curators sidebar](../../../assets/f61548adf625212ec3fee682bde77c7f5fca61876b57f264fa5f7214f296ae6b.webp)

## Portfolio catalogs

Resources that have been pinned in a project appear in the catalog for a portfolio grouped by project or resource type. Administrators can promote resources from projects in the portfolio by searching for resources in the **Add Content** dialog.

![Catalog and Sidebar](../../../assets/965e605380ebb9d86b7d8a0a19b7574f14d7d25c42746e76d9aa642ae4abcc2d.webp)

## Project sidebar

The Project sidebar displays a list of Projects added to a Portfolio. From the Project sidebar, users can open individual Projects and Portfolio administrators can add or remove Projects.