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Adding Farms to Portfolios in Bulk

There are two ways to add farms to Portfolios
1
From the Dashboard click Farms
Screenshot 2025-02-27 at 3.39.11 PM.png
2
Apply any necessary filters on the left to find the farms you want to add to your Portfolio
3
Click Bulk Actions
Screenshot 2025-02-27 at 3.41.39 PM.png
4
Check the boxes next to the farms you want to add to the portfolio or click Select all on the bottom left of your screen
5
Click Add to Portfolio
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6
Select the portfolio or Create a new portfolio
7
Click Submit
Screenshot 2025-02-27 at 3.46.36 PM.png

Adding a Single Farm to a Portfolio

1
Navigate to the Farm you want to work with
2
From the farm overview page, scroll down to the bottom of the page until you see Assigned Portfolios
3
Click on Add to new portfolio
Screenshot 2023-10-11 at 1.17.35 PM.png
4
Assign the farm to an existing portfolio or Create a New Portfolio
Last modified on May 22, 2026