A Portfolio groups Accounts under a customer, business unit, or reporting boundary.Documentation Index
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Before you start
You need an existing Organization and Ledger. Create Portfolios when Accounts should be grouped under a customer, business unit, product, or reporting boundary. Decide the Entity ID before creating the Portfolio because it cannot be changed afterward.
Create the Portfolio
To create a Portfolio, follow these steps:
Field guide
| Field | What to enter | Example |
|---|---|---|
| Portfolio Name | Required name for the customer, business unit, or reporting group. | Acme Retail Portfolio |
| Entity ID | Optional external entity or system identifier. This can only be set during creation. | customer_acme |
| Metadata Key | Optional classification or integration field name. | relationshipManager |
| Metadata Value | Value for the metadata key. | ops-team-1 |
What to do next
After creating the Portfolio, link it to Accounts from Adding Portfolio to Account, or create Accounts that should belong to it in Creating an Account.