You can create any number of custom fields for your portfolios.
To create a custom field for portfolios:
Log in as Administrator (or a user who has the ‘Manage Customers ’ permission). If you are already logged in, skip this step.
Select Custom fields from User menu | Settings.
Select Portfolio under 'Custom fields for'.
Fill out the form.
Repeat steps 4 to 5 to add more custom fields.
You may want to be able to assign a portfolio its internal number in your accountancy system.
Solution : Create a custom field: Internal number.
Adding project to portfolio
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