Portfolio Dashboard Customization #
Within Propel, firm users have the ability to customize the Portfolio Dashboard to better match the way they manage and view companies.
The portfolio dashboard supports:
- customizable columns
- personalized layouts
- custom company fields
- and configurable visibility settings.
Customizing Portfolio Columns #
Each column on the Portfolio Dashboard can be:
- shown or hidden
- reordered
- or reset back to the default layout.
Users can:
- choose which information they want visible
- organize columns in the order most useful to them
- and create a cleaner working view.
Firm users can customize:
- the visibility of columns
- and the order in which they appear.
Firm Admin Controls #
Only Firm Admins can configure:
- default column settings
- core company fields
- and custom company fields.
To manage these settings:
- Go to Settings
- Click Companies
- Open the configuration tool in the top right-hand corner
Inside Company Configuration, Firm Admins can:
- activate or deactivate default company fields
- create custom fields
- configure required fields
- and determine which columns appear by default across the firm.
Core Company Fields #
Core company fields are standard fields available across the platform.
Firm Admins can:
- activate or deactivate these fields
- and decide whether they appear across firm portfolios.
These fields become available to all firm users once enabled.
Custom Company Fields #
Firm Admins can create up to:
- five custom company fields.
When adding a custom field, admins can define:
- field type
- active/inactive status
- field name
- supporting instructional text
- and whether the field is required.
These custom fields appear across:
- all portfolios
- and for all firm users.
Portfolio Visibility & User Personalization #
Once the Firm Admin establishes:
- default columns
- core fields
- and custom fields
…individual firm users can still personalize:
- which columns they want visible
- and the order in which those columns appear.
This creates:
- standardized firm-wide data structures
- while still allowing user-level flexibility.
Billing Metrics & Hidden Columns #
Firm Admins also control:
- whether billing metrics appear
- and which default columns are available firm-wide.
If a default column is removed by the Firm Admin:
- it will no longer appear as an option for other firm users.