Custom portfolio types and templates

You can get custom portfolio types for mapping your foresight data in a way that fits your purpose. Use custom portfolios for scenarios or capabilities, for example.

Default vs. custom portfolio types

The default portfolio type is collection. If you include portfolios in your FIBRES plan, this portfolio type will be available to you.

Custom portfolios are available as an add-on feature. Consider using custom portfolio types for:

  • Scenarios
  • Risk portfolios
  • Opportunities
  • Capabilities

Custom portfolio template

For custom portfolios, even the portfolio template can be modified. You can for example add sections for your own evaluations.

Request a custom portfolio type

If your FIBRES plan includes portfolios, you can request a new custom portfolio from support@fibresonline.com.

If you are only starting to use FIBRES, we recommend booking a meeting with us to look at your feature and data model setup as a whole.

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