To create a Portfolio directly from the application, follow the steps below:

1. Go to menu File – Home – Portfolios;
2. Click on the Add New Portfolio button;
3. Type in a Name for the Portfolio;
4. Select the desired project(s) from the Project(s) field;
5. Add the desired project fields by clicking the Add new item button from the Fields section;
6. Click OK in order for the portfolio to be created.