---
title: Portfolio Maintenance
slug: mydesk-en/portfolio-maintenance
description: Learn how to easily create a portfolio in the administration section of our platform with this step-by-step guide. Discover how to link portfolios, activities, and contracts, set operating conditions and start date, select calendars, add response times, a
createdAt: 2023-10-17T15:54:02.553Z
---

## Before You Begin

Ensure that you have the following items registered:

- [x] [Portfolio, Service, and Activity](docId\:Ssq7eoH5n1KfkGJrK3AoJ)
- [x] Contract;
- [x] [Calendar](docId\:O-u5FiUxQVk4ctAB0O4xY)
- [x] Email Templates;
- [x] Service Flow;
- [x] [Service Level Agreement (SLA)](docId\:pK_S3AJo-y9zr9Dh-0zLa).

## Step by Step

::::::WorkflowBlock
:::WorkflowBlockItem
Access the `Side Menu > Administration > Portfolio Maintenance` and click **Create**.

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/d2b3iayUJedYJDJY_lrTv_mydesk-manutencao-1.gif)
:::

:::WorkflowBlockItem
In this part of the form, each [Portfolio, Service, and Activity](docId\:Ssq7eoH5n1KfkGJrK3AoJ) (minimum requirements for linking) will be displayed.

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/6XOJeurH_OKqPAWAT0T8Y_image.png)
:::

:::WorkflowBlockItem
### Portfolio

By clicking on **Portfolio**, the ones that were pre-registered will be displayed when clicking the **down arrow** in the field. Select the **Link** or **Unlink** option.

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/yxCdaKoCVLhnf2j3TI2nr_image.png)
:::

::::WorkflowBlockItem
### Activities and Contracts

In the **Activity** and **Contracts** fields, the pre-registered items are listed in their respective forms. Select the **checkbox for the desired activity and contract** to choose them.

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/eqWWtnUAcTbwM2I_ejWAF_image.png)

:::hint{type="info"}
✏️ <u>**Note**</u>**:** By clicking on the **checkbox** to the left of the ID, you can select **all** items that will appear in the respective grids. If you wish to select only a specific item, click on the checkbox corresponding to the pre-registered item.
:::
::::

:::WorkflowBlockItem
### Operating Conditions

This concerns the working hours. There are two options when **clicking the arrow** in the field: **24x7** and **Business Hours**.

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/hCBTktYHR9zIGwpXMu_tC_image.png)
:::

:::WorkflowBlockItem
### Start Date

In the **Start Date** field, it is mandatory to set a date to begin.

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/GLZdaMR_CysyFmyyIiYat_image.png)
:::

:::WorkflowBlockItem
### Calendar

In the **calendar** field, either **type the first letter** of the pre-registered calendar or use the symbol **%** to display all registered calendars.

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/_0akwfN_GRzOGocAEujtO_image.png)
:::

:::::WorkflowBlockItem
### Response Time

To add a **Response Time**, click the **Add** button. The response time field will open, and its operation is the same as the calendar.

::::LinkArray
:::LinkArrayItem
![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/1Flb9omLWLYoK6q39dhY1_image.png)
:::

:::LinkArrayItem
![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/TrLE_kJIK4Ksyh3yGEIex_image.png)
:::
::::
:::::

:::WorkflowBlockItem
**Save** all information.
:::
::::::

## Unlink Option

With the **Unlink** option selected, the only fields available are the mandatory ones for this action. ([Activities and Contracts](https://docs.run2biz.com/mydesk-en/portfolio-maintenance#LIlGB))

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/kIvuypZygpfcaGgfUkiIB_image.png)