How to Create a Portfolio?

To create a portfolio for a fundraiser, follow the below steps.

1. On the Portfolio List page, click New M360 - Portfolio.

The M360 - Portfolio form is displayed.

2. Enter or select the values of the fields as required.

Please refer to the following table for field names and their descriptions.

Field	Description
CUSTOM FORM	Preferred options available to customize the Portfolio form By default, the M360- Portfolio Form is selected.
NAME	Name of the portfolio
INACTIVE	Whether to deactivate this portfolio
FUNDRAISER	Individuals or organizations responsible for raising the funds
GROUP	Group to which the fundraiser belongs

3. Click Save.

The portfolio is added to the list.

Note: You can update or view the portfolio details by clicking Edit/View in the desired row.