A Portfolio consists of a group of related contracts (activity agreements) with a common investor. At this stage all groups have at least one Portfolio in the system. That is the Portfolio that includes all contracts (activity agreements) with DERM.
If you are adding new non-JSIP Activity Agreements with a new investor (new in the system) you will need to contact the Enquire admin to set up a new Portfolio for this investor. Prior to doing this, set the investor group up as a non-user contact.
Once we set up the new Portfolio for you, you can add all the Activity Agreements with this investor into the system in the new Portfolio.