---
title: "Creating a Portfolio"
slug: "creating-a-portfolio"
description: "Learn to create and manage Portfolios in Xyicon. Set up types, fields, and layouts, assign users, and streamline project organization efficiently."
tags: ["SpaceRunner Portfolio"]
updated: 2024-12-18T07:12:35Z
published: 2024-12-18T07:12:35Z
canonical: "support.xyicon.com/creating-a-portfolio"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://support.xyicon.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Creating a Portfolio
Xyicon Administrators
Use this article to learn how to create a portfolio in the [**Portfolios** module](https://support.xyicon.com/preview/v1/en/c1646a7b-e56d-41f0-bb36-0fd801542bb7/17#portfolio-module) window and assign it to **Xyicon User**.
## Before you begin
Make sure you have set up the following under Xyicon **Settings** ( ):
- Portfolio Types, Portfolio Fields, and Portfolio Layouts module settings for the **Portfolio** module.
- Relevant permission sets for the users in your Xyicon organization.
---
## Step 1 - Create a Portfolio
1. Go to **Main** **Menu ( ),** **PORTFOLIOS**.
2. Click the **Create** button ( ) on the **Action Bar**.
3. On the **Create Portfolio Item** panel displayed to the right, enter a unique name for the portfolio.
4. Next, select the **Type** of the portfolio and click **Create**. Your new portfolio will be displayed in the module window. **TIP:** If your new portfolio is not visible, adjust the filters (if any) or switch to the correct view.
5. Select the newly created portfolio and enter relevant details on the **Side Panel, Details** tab ( ).
6. Next, [optionally add the portfolio to a portfolio group](/v1/docs/creating-a-portfolio#step-2-optional-add-portfolio-to-portfolio-group).
7. Finally, [assign the new portfolio to your users](/v1/docs/creating-a-portfolio#step-2-assign-new-portfolio-to-users).
---
## Step 2 (Optional) - Add Portfolio to Portfolio Group
When you add your new portfolio to a portfolio group, all users who have access to the group will automatically have access to this portfolio.
1. On the Xyicon Header, click the **Settings** button ( ).
2. Click **Portfolio Groups** and select the group to which you want to add the newly created portfolio.
3. Next, click the **Add** button ( ) on the **Side Panel > Details** tab ( ) and then select the portfolio you created.
---
## Step 3 - Assign New Portfolio to Users
Once you create your portfolio, you must assign it to the relevant users if you want them to work with the spaces, boundaries, and xyicons contained within it. You can assign the individual portfolio to the user, assign the portfolio group containing the new portfolio to the user, or combine both. When using a combination, if the same portfolio is assigned in both subsections, the permission set assigned under **Individual Portfolios** takes priority.
1. On the Xyicon Header, click the **Settings** button ( ).
2. Click **Users** and select the user who requires access to the new portfolio.
3. Next, on the **Side Panel > Details** tab ( ), expand the **Portfolio Permissions** section.
4. Assign the portfolio to the user
- To assign individual portfolios, expand **Individual Portfolios**, click the **Add** button ( ), and select the portfolio you created and the appropriate permission level in the respective fields.
- To assign portfolio groups, expand **Portfolio Groups**, click the **Add** button ( ), and select the portfolio group you created and the appropriate permission level in the respective fields.
## Related
- [Updating Portfolios](/updating-portfolios.md)
- [Deleting a Portfolio](/deleting-a-portfolio.md)