(New UI) Manage portfolio groups
Beta feature
You can group any subset of portfolios for an advertiser so that you can view composite standard metrics and revenue metrics for the entire group. For example, you can group portfolios with similar objectives and customize the data columns accordingly for the group. Portfolio groups affect data reporting only, not optimization.
A portfolio can be assigned to only one portfolio group at a time.
You can create portfolio groups, add and remove portfolios from portfolio groups, rename a portfolio group, filter the Portfolios view to show only the portfolios in that group, and delete a portfolio group.
Create a portfolio group for specific portfolios
Note: If a portfolio is already assigned to Portfolio Group 1 and you assign the portfolio to Portfolio Group 2, then the portfolio is removed from Portfolio Group 1 and added to Portfolio Group 2.
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In the main menu, click Manage > Portfolios.
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Select the check box next to the portfolios to include in the group.
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In the bulk actions menu, click … > Assign to New Group.
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Enter the portfolio group Name, and then click Create.
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In the confirmation message, click Confirm.
Add portfolios to an existing portfolio group
Note: If a portfolio is already assigned to Portfolio Group 1 and you assign the portfolio to Portfolio Group 2, then the portfolio is removed from Portfolio Group 1 and added to Portfolio Group 2.
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In the main menu, click Manage > Portfolios.
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Select the check box next to the portfolios to include in the group.
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In the bulk actions menu, click … > Assign to Existing Group.
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Select the name of the portfolio group, and then click Add.
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In the confirmation message, click Confirm.
Remove portfolios from their assigned portfolio groups
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In the main menu, click Manage > Portfolios.
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Select the check box next to the portfolios to remove from their assigned portfolio groups.
The portfolios can be assigned to different portfolio groups.
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In the bulk actions menu, click … > Remove from Group.
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In the confirmation message, click Remove.
Rename a portfolio group
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In the main menu, click Manage > Portfolios.
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In the toolbar, click Portfolio Groups.
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Hold the cursor over the portfolio group name and click
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Edit the Name, and then click Save.
Filter the Portfolios view by a specific portfolio group
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In the main menu, click Manage > Portfolios.
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In the toolbar, click Portfolio Groups.
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Hold the cursor over the portfolio group name and click
Delete a portfolio group
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In the main menu, click Manage > Portfolios.
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In the toolbar, click Portfolio Groups.
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Hold the cursor over the portfolio group name and click
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In the confirmation message, click Delete.