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How do I move a Project to the Portfolio?

Drag the project into the End Zone at the end of the Active Project Pipeline, or set its stage to Portfolio on the Project Overview page.

You have two options.

Drag and drop to the End Zone

Drag the project from the Active Project Pipeline into the "endzone" at the end of the board.

Change the stage on the Project Overview page

Open the project and set its stage to Portfolio directly from the Project Overview page.

Projects in the Portfolio are your completed flips and stabilized rental holdings.

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