Matidor 101: How to Create Your First Portfolio in Matidor | Track Projects and Budgets Effortlessly

Learn how to create your first portfolio in Matidor — your all‑in‑one view for project progress, budgets, and updates. In this quick tutorial, we’ll show you how to set up both automated and manual portfolios for smarter project tracking.

✅ Understand the difference between auto‑populated and user‑populated portfolios
✅ Save filtered searches as portfolios to track projects automatically
✅ Manually select and organize projects for full control
✅ Manage visibility settings and get email updates with one click

With portfolios, you can keep every project organized and stay up to date across your workspace in just a few minutes.

Start mastering your Matidor workspace today! To learn more or sign up for a free demo.

Transcript

What This Video Covers

This tutorial explains how to create portfolios in Matidor — your consolidated view for tracking project progress, budgets, and updates across multiple sites. Portfolios aggregate the projects you care about into a single dashboard so you can monitor status, financials, and activity without navigating project by project. Matidor supports both automated portfolios that populate dynamically based on filters and manual portfolios where you hand-pick specific projects.

Who This Is For

This video is designed for project managers who oversee multiple simultaneous projects, executives who need a high-level view of portfolio health and budget consumption, and operations coordinators who want to track projects by region, client, or project type.

Step-by-Step Walkthrough

The tutorial starts by navigating to the Portfolios section from the main navigation panel. You click to create a new portfolio and choose between two types. An automated portfolio saves a filtered search — for example, all active projects in a specific region — and automatically includes any future projects that match those criteria. A manual portfolio lets you hand-select individual projects for full control over what appears in the view.

Once created, each portfolio displays a map view showing all included project pins, a table view with key metrics, and a dashboard summarizing status and budget data. You can configure email update notifications so stakeholders receive periodic summaries without needing to log in, and visibility settings let you control which team members and guests can see a given portfolio.

Key Takeaways

Portfolios in Matidor are the most efficient way to keep stakeholders aligned on multi-project programs. Automated portfolios update themselves as new matching projects are created, while manual portfolios give you precise control over which sites are included. Both types support map, table, and dashboard views so you always have the right format for the right audience.