Step 3 - Add your first portfolio

All real estate information in Openera is grouped into portfolios. When an asset is first added you must select the initial portfolio it should be added to. First, you must create this portfolio.

Adding your first portfolio

To add a portfolio, go to the [PAGE] page by clicking the properties button. Click the Add portfolio button to display input form for selecting the details about a portfolio:

[IMAGE Add Portfolio]

Enter the name of the portfolio along with default information for currency, date format, exchange rate and the measurement unit to use.

Click Save to add the portfolio.

 

 

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