How to create new portfolios?

Use portfolios to manage your projects

Click "+" in the top right-hand corner of any screen, and then New Portfolio.

An alternative way is to navigate to the Portfolio page. Click the Portfolio title or the three dot icon to find the +New Portfolio option.

  1. Enter the Portfolio Name 

  2. Pick the color of the Portfolio (this is personal to you as the user)

  3. By default, the Portfolio will be Public (viewable by all teams). To restrict the Portfolio to specific team members slide the button to the right. Only team members invited to the Portfolio or Mosaic Administrators will be able to view the private portfolios. 

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