Portfolio is a multipurpose app with a variety of use cases, including a research project based on a specific topic. The Portfolio app can be used as a presentation method to display the results from a project. Another example of how a Portfolio app can be used is in emergency management situations. During an event or emergency, there can be a variety of information products centered on one location. This can include a map forecasting weather patterns, a web app identifying nearby shelters, or a map showing evacuation zones. Portfolio centralizes these items in one location, making the information easily accessible and available in one place. The app is also designed to be viewed on mobile devices. Portfolio will automatically adjust based on the device being used to view it.
Adding sections in Portfolio
Once a Portfolio app is created, the configuration panel will open. In the configuration panel there are two options for configuring the app: Express setup and full setup. The first step in Express setup is selecting items to display in the navigation bar by either searching for an ArcGIS Online item or adding a URL. In full setup, the options for adding an item is in the Portfolio tab in the left action bar. For each item added, three options will appear:
- Item name: This will be used as a title for a section in the navigation bar.
- Item Description: If the item already has a description set on the item details page, that description will automatically be copied over. Otherwise, there is the option to add a description of an item. The description will be available when selecting a section in the navigation bar.
- Thumbnail URL: This will be the associated thumbnail for a section used in the navigation bar. If an item already has a thumbnail set on the item details page, that thumbnail will automatically be copied over.
Currently, Portfolio supports items hosted in ArcGIS Online, including web maps, web scenes, Instant Apps and Configurable Apps, Dashboards, Web AppBuilder apps, Experience Builder apps, and StoryMaps stories. If unsupported content is added via URL, an error message will appear in the configuration panel.
New options for displaying content
The layout for the Portfolio (beta) app includes a main stage for apps, scenes, and web apps, along with a navigation bar. The navigation bar is a hub for the sections that are added to the Portfolio app along with some tools available in the app. In Express setup and full setup, there is an option to have the navigation bar open upon load of the app. With that setting enabled the navigation bar will showcase the sections in an app for users initially accessing the app.
For the April 2021 update, there are a few featured settings available in full setup to consider for displaying content, including the following:
- Location: This option allows users working with the app to enter a location to which the map and scene sections will navigate upon initial load. After enabling this tool, a widget will appear in the navigation bar to open a search window for entering a map location. For example, if a real estate agent is putting together a set of web maps that feature data for school districts, walkability in an area or average household income, they could use this setting to search for a specific address or region for each map to open to. The user of this app would not have to navigate the maps to find a specified location because the maps would use the address from the Map Location setting.
- Auto Play: By enabling Auto Play, sections will automatically play in a continuous loop. Auto Play includes an option to determine the number of seconds that Auto Play will stay on one section before advancing to the next. The play button for starting Auto Play is located in the navigation bar. This is helpful for showing a series of maps or apps when the user isn’t navigating through the sections, like at a conference or Emergency Operations Center.
- Preload: Use this option to ensure that once a section is loaded in the app it will stay preloaded. When navigating to a section with the Preload setting, sections should not be reloaded and should open quickly. This is helpful when showing a series of complex maps, like when presenting to a large audience. This way you can ensure all of the maps and data are loaded before you begin to present.
After enabling settings like Auto Play or Location, they will appear as tools that you can enable in the navigation bar. Below is an example of the settings being used in the app:
Sample Portfolio App
Explore this related blog to identify some differences in use cases between the Portfolio template and the StoryMap Series app:
Upgrade your classic Map Series binders using the new Portfolio app – https://community.esri.com/t5/arcgis-storymaps-blog/upgrade-your-classic-map-series-binders-using-the-new-portfolio/ba-p/1046947