Browsing Portfolio Discoveries
Learn how to navigate, filter, and act on permits discovered through your Portfolio conditions.
Once you've set up Portfolio conditions, you'll have a stream of discovered permits to review. This guide covers how to efficiently browse and manage your Portfolio discoveries.
Portfolio Views
Portfolio offers two viewing modes, each optimized for different workflows.
Table View
The default spreadsheet-style view:
Columns:
- Permit Number: Link to permit details
- Address: Property location
- Status: Current permit status
- Category: Permit type (Building, Electrical, etc.)
- Applied: Application date
- Matched: Which condition matched this permit
- Tracked: Add to Watchlist button
Best for:
- Detailed review
- Sorting by specific criteria
- Bulk selection
Map View
Geographic visualization of permits:
Features:
- Permits shown as map markers
- Cluster markers for dense areas
- Click marker to see permit details
- Zoom and pan navigation
Best for:
- Geographic analysis
- Location-based decisions
- Visualizing work distribution
Filtering Permits
Search Box
Filter by typing in the search box:
- Permit number (partial match)
- Address
- Company name
Search is debounced (300ms) for smooth performance.
Condition Filter
Click condition tabs to filter:
- All: Shows all permits from all conditions
- Specific condition: Shows only permits matching that condition
Status Filter
Click "Status" filter button to select:
- Needs Attention
- In Progress
- Completed
Multiple selections allowed.
Jurisdiction Filter
Click "Jurisdiction" filter to select specific jurisdictions. Useful when you have permits across many areas.
Sorting Results
In Table view, click column headers to sort:
| Column | Sort Options |
|---|---|
| Permit Number | A-Z, Z-A |
| Address | A-Z, Z-A |
| Status | By category |
| Applied | Newest first, Oldest first |
Note: Active permits always appear above completed permits, regardless of sort order.
Understanding Results
Permit Count
The summary widget shows:
- Total: All permits matching conditions
- Active: Permits in progress
- Tracked: Already on your Watchlist
Completed Permits
Completed permits (Issued, Closed, Expired) are:
- Shown with reduced opacity
- Displayed below active permits
- Can be hidden using Status filter
Discovery Badge
New discoveries show a "Plotwise Discovery" badge:
- Indicates recently found permit
- Shows jurisdiction and detection date
- Click to view permit details
Adding to Watchlist
Single Permit
Click the bookmark icon on any permit row to add it to your Watchlist immediately.
Bulk Add
- Check multiple permits using checkboxes
- Click "Add to Watchlist" button
- Confirm the action
- All selected permits added
Quota Considerations
Adding permits consumes Watchlist slots:
- Check your slot usage before bulk adding
- Completed permits don't consume slots
- Upgrade plan if needed for more slots
Navigating to Permit Details
Click any permit number to view full details:
- Opens permit details page
- Back button returns to Portfolio
- Or Cmd/Ctrl+click to open in new tab
Summary Widgets
Portfolio Overview
- Total Permits: All discovered permits
- Active: Currently in progress
- Tracked: On your Watchlist
Portfolio Stats
Visual breakdown of status categories:
- Shows counts per category
- Color-coded indicators
- Click to filter to that status
Contacts Widget
Shows contacts from Portfolio permits:
- Total unique contacts
- Owners count
- Professionals count
- Companies count
Click to navigate to Contact Directory.
Workflows
Daily Review
- Open Portfolio
- Filter by "Needs Attention" status
- Review permits requiring action
- Add relevant permits to Watchlist
- Note any concerning patterns
Weekly Discovery Review
- Open Portfolio with "All" tab
- Sort by "Applied" (newest first)
- Review permits from past week
- Add new relevant permits to Watchlist
- Check contact discoveries
Client Portfolio Check
For permit expediters:
- Switch to client organization
- Open Portfolio
- Review any new discoveries
- Update client on findings
- Add permits needing attention
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
↑ / ↓ | Navigate rows |
Enter | Open permit details |
Space | Toggle row selection |
T | Switch to Table view |
M | Switch to Map view |
Performance Tips
Large Result Sets
If Portfolio has many permits:
- Use filters to narrow results
- Focus on specific condition tabs
- Use pagination (bottom of table)
- Filter out completed permits
Loading States
- Initial load shows skeleton
- Results stream progressively
- Heavy calculations run in background