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Basics of Portfolio View

Portfolios serve as the account homepage for locating, creating, and managing projects.


After you login to Unearth, the Account Portfolio will appear with a map and a list of your current projects. You can quickly differentiate the Portfolio View from the Project View by the color of the menu bars - Portfolio View is dark gray, and Project View is light gray.

  • At the top: you see all of your project sites as polygons on your map (this is the site bounds polygon that you draw when you create a new project site).
    portfolio 1
  • At the bottom: you have a list of all of your projects:
    • Each project has individual properties that you can note and search. 
    • The 'type' of a project depends on the toolkit you decide to use when creating that project.
    • You can filter the table view of projects the same way you can filter within a project. If you ever have difficulty finding a project, check if you can reset the filters since that may be blocking the visibility of a project. 
      portfolio filters
You navigate the Portfolio as you would navigate within an individual project site:
  • On the right-hand side, you can change your basemap, find your current location, and zoom in/out on your map.
  • On the left-hand side of the Portfolio:
    • The Unearth logo is the home for your account settings and info:portfolio 2
      • Portfolio = the account homepage (the view of the map and the list of current project sites).
      • People = the complete list of users that are on this account and where you can add new users if you are an account owner or administrator.
        portfolio 3portfolio 4
      • Account Info = a quick overview of the account name, number of user seats, and when it was created.
      • Switch Account = if you have been added to multiple accounts, you can find the others in a dropdown menu.
    • 'Plus' Icon - Create a new project
      • Create a new project by clicking on the 'plus' icon (done by Owners, Administrators, and Managers).portfolio 5
      • The 'Projects' window opens and you will find your custom toolkits that have been added to your account. Select one and begin creating your new Project.
      • You will be prompted to locate and draw your site bounds.portfolio 6
      • Draw your polygon and click the last point twice to complete it. Then you will see the Project's properties form. portfolio 7
      • Edit the Project properties here (number, name, status, and comments).  Included in the properties form are tabs:
        • Links - upload any files to the Project.
        • Comments - keep a running conversation going about the project and send notifications to specific users using the @mention function.
        • People - manage users on the specific Project and their roles (Owners and Administrators).
          portfolio 8portfolio 9
        • Places/Levels - view the Project's site bounds and add additional places within the bounds to link assets that are within the Project.
        • Now, click "Go to Site" to start adding data and assets to your new Project site.
          portfolio 10

"Go to Site" opens the Project site and is where you start adding assets, data, and any files/information to that particular project. 

    • Export Arrow:
      • You can export a document (XLS, CSV, geoJSON, PDF, Shapefile, or KML) that includes all of your Project Sites to keep for your own records.
        portfolio 11
    • Saved Views bookmark:
      • You can create a Saved View to quickly filter your data according to your project needs.
        • To save a filtered view, first assign the desired filters, then click the bookmark on the Table View:portfolio 13
        • Name and save your Saved View:
          portfolio 14
        • Now, even when filters are cleared, you can click the bookmark on the left menu to select saved views:
          portfolio 15


As always, if you run into any issues or have any questions, please reach out to us at support@unearthlabs.com.


Revised May 2022