How do I set up a project?

Projects in Portico enable teams to collaborate on product evaluation, organizing products of interest into lists, issuing information requests to manufacturers, requesting exceptions for products that don't meet project criteria, and selecting products for procurement.

If your team does not yet have access to Portico, please see "How can I get a Portico account?" for more information.

For Early Access Program partners, new projects can be created by administrators of partner accounts, by visiting the "Projects" link on the top navigation and clicking the button on the right to "Add a Project." If you are a member of one of our EAP partners and would like to set up a new project but do not see this capability, please contact your partner account's Portico administrators. If you are unsure who your administrators are, please contact support.

Product lists can have multiple purposes, but are most often used to organize products being considered for use on a project. Once a product is added to a list, it becomes easier to track that product's progress and take any required actions, such as issuing information requests for products that do not yet have data submitted.

Procurement carts are designed to track which products have been selected for use by the project. In order to encourage selection of products that meet minimum suggested criteria for disclosure and hazard, a product must either have a status of "Meets Criteria" or "Exceeds Criteria," or an exception must be requested and approved for use on the project, before the product can be moved to a procurement cart.

Exceptions are designed to facilitate allowances for use of products that don't yet meet criteria or haven't yet submitted data, if specific cases require such exceptions. For example, if no products meet criteria for a given application, or if a project budget or building code does not allow for a compliant product to be used, these would be cases in which an exception may be requested.

Product lists can be named and organized in whichever way is most useful to the project. Some possible ways that have been used by Portico projects include:

  • By general product category - e.g. "Flooring," "Paints"
  • By CSI MasterFormat classification - e.g. "09 68 00 Carpet," "09 91 00 Painting"
  • By project application/location - e.g. "Kitchen remodel," "Suite 200"
  • By product evaluation status - e.g. "Vetted," "Not Yet Evaluated"
  • By a combination of the above - e.g. "Flooring for kitchen remodel," "Vetted paints"

Some partners may also choose to have a project dedicated to being the firm library, as opposed to specific to a particular design project application. They may organize general lists of products within this project to designate preferred or previously vetted products.

Portico allows for a limited set of firm library information to be imported into projects. Specifically, an Excel spreadsheet with product names and company names can be bulk uploaded to a project list in Portico. This does not include detailed data such as product certifications or content inventory, as such information must be reported by the manufacturer to be shared in the Portico product library.

When a list of products is imported, Portico will automatically match company names and product names where possible, or suggest close matches where possible, to prevent accidental creation of duplicate entries. However it cannot catch all cases, and new companies and products are created when a match is not found. It is highly recommended to review a list for existing Portico entries before importing it.

Yes! Portico allows for the creation of Information Request templates, both at the partner level (across all projects) by partner account administrators and at the project level by project administrators. It is recommended to include some key information in these templates:

  • What is Portico, and why is your firm using it to gather information from manufacturers
  • What is the project for which you are considering their products
  • When do you require a response
  • A link to the Portico website, so that they may complete their registration

If you need assistance setting up an example template, please contact support.

Need further help? Contact us for assistance.

Photo: Mithun