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Categories Portfolios
Created by Mercedes Green
Created on Oct 9, 2025

Copy Portfolio Settings

We have multiple portfolios that we always want to keep the same. If we have a company-wide change to a role or how we do a Change Order, I literally have to keep multiple screens open and go through every setting on the records and security roles and redo manually for the other portfolios. Even reports are manually updated.

For customers that want to use the same "master" portfolio for all portfolios, this would be extremely useful to somehow do.

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  • Guest
    Oct 16, 2025

    Recommendation: Stop using multiple portfolios for jobs that operate the same way. If you have a one off job you can unlink it from the portfolio settings and change just that project. You only need to create a new portfolio for a group of jobs with the same settings that are mutually exclusive from the standard.