> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio work orders

> View, filter, and create work orders across all buildings in your AssetOps portfolio

The **Work orders** module at the [portfolio level](/products/assetops/quickstart/usage-workflow#portfolio-level) lists work orders from every building in one place. Use it to monitor backlog, status, and assignments without switching buildings.

## Portfolio vs building work orders

| Level     | Scope         | Typical use                               |
| --------- | ------------- | ----------------------------------------- |
| Portfolio | All buildings | Oversight, reporting, cross-site triage   |
| Building  | One building  | Create, assign, and complete work on site |

Most day-to-day work happens at the [building level](/products/assetops/work-orders/work-orders-overview). Portfolio **Work orders** focuses on visibility across sites. When you open a work order from the portfolio list, AssetOps navigates to that work order in the building context so you can view and manage it on the [work order detail page](/products/assetops/work-orders/work-orders-overview#work-order-detail-page).

***

## Work order list

The portfolio work orders page shows status summary cards, search and filters, and a table of work orders across all buildings.

<Frame caption="Portfolio work orders list with status cards, Focus mode, search, and cross-building table">
  <img src="https://mintcdn.com/kodelabs/2xuyqDwhBYJ11inY/images/assetops/assetops-portfolio-work-orders-list.png?fit=max&auto=format&n=2xuyqDwhBYJ11inY&q=85&s=d17eaf90c149e6b1e45f59a2253a5ce3" alt="Portfolio Work Orders page with status summary cards, Focus Mode toggle, search bar, and work orders table across buildings" width="1024" height="574" data-path="images/assetops/assetops-portfolio-work-orders-list.png" />
</Frame>

### Status summary cards

Select a card to filter the table by that status. Counts reflect work orders portfolio-wide based on your current filters.

| Status          | Description                             |
| --------------- | --------------------------------------- |
| **Open**        | Created but not yet started             |
| **In progress** | Currently being worked on               |
| **On hold**     | Paused                                  |
| **For review**  | Completed work awaiting review          |
| **Completed**   | Finished work                           |
| **Failed**      | Work that did not complete successfully |
| **Cancelled**   | Cancelled work orders                   |
| **Overdue**     | Past due date and not completed         |

### List actions

* **Search** — Filter the table by text across visible fields
* **Focus mode** — Toggle to show only urgent work (SLA breached, warnings, high priority). See [Focus mode](/products/assetops/work-orders/work-orders-overview#focus-mode) on the building work orders page for the same behavior at building level.
* **Filters** — Open custom filter criteria, including **Region** to scope the list to a geographic or organizational grouping
* **+ Create work order** — Start a new work order. See [Create a work order](#create-a-work-order).
* Vertical ellipsis menu — Additional list actions

### Table columns

| Column         | Description                                                                                                                                                                                                                                                                                                |
| -------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Title**      | Work order name as a link, with work order ID below (for example, `WO-10190`). Select the title or the external-link icon beside it to open the work order in the [building-level detail view](/products/assetops/work-orders/work-orders-overview#work-order-detail-page) for that work order's building. |
| **Status**     | Current lifecycle status (for example, **Open**, **In progress**)                                                                                                                                                                                                                                          |
| **Work type**  | Program type (for example, preventive maintenance, corrective maintenance, inspection)                                                                                                                                                                                                                     |
| **Asset**      | Asset the work applies to                                                                                                                                                                                                                                                                                  |
| **Located in** | Building area or location hierarchy for the work                                                                                                                                                                                                                                                           |
| **Priority**   | Priority level from [Priority & SLA](/products/assetops/portfolio/priority-sla)                                                                                                                                                                                                                            |
| **Schedule**   | Source schedule name and ID when the work order came from a schedule (for example, `SCH-02239`)                                                                                                                                                                                                            |

Use the column control and horizontal scroll to show additional fields such as tasks, SLA status, dates, assignee, and category. For the full column set, see [Work order fields](/products/assetops/reference/work-order-fields#list-columns).

<Info>
  Portfolio list actions mirror the building list. Bulk edit runs as a batch with per-item results, failure export, and a seven-day history. For bulk edit fields, custom filters, and column details scoped to one building, see [Building work orders](/products/assetops/work-orders/work-orders-overview).
</Info>

***

## Create a work order

Select **+ Create work order** from the portfolio list to add work at a specific building. You must choose the **Building** field because the portfolio view spans all sites.

<Frame caption="Portfolio create work order form with required Building field">
  <img src="https://mintcdn.com/kodelabs/2xuyqDwhBYJ11inY/images/assetops/assetops-portfolio-work-orders-create.png?fit=max&auto=format&n=2xuyqDwhBYJ11inY&q=85&s=150d9acd215ab9327dae6190b81a2246" alt="Create Work Order form at portfolio level with Title, Work Type, required Building dropdown, Asset, Located In, Category, Issue Type, Priority, Description, Attachments, and assignment fields" width="1024" height="657" data-path="images/assetops/assetops-portfolio-work-orders-create.png" />
</Frame>

<Steps>
  <Step title="Enter general details">
    Complete required fields.

    <ParamField path="Title" type="Field" required>
      Work order name.
    </ParamField>

    <ParamField path="Work type" type="Dropdown" required>
      Program type (for example, corrective maintenance).
    </ParamField>

    <ParamField path="Building" type="Dropdown" required>
      Target building for the work order. AssetOps scopes the work order to this building.
    </ParamField>

    <ParamField path="Asset" type="Dropdown">
      Asset the work applies to. Options depend on the selected building.
    </ParamField>

    <ParamField path="Located in" type="Dropdown">
      Building area for the work.
    </ParamField>

    <ParamField path="Category" type="Dropdown" required>
      [Category](/products/assetops/resources/categories) for the work.
    </ParamField>

    <ParamField path="Issue type" type="Dropdown" required>
      Issue type within the category. [Routing and dispatch](/products/assetops/resources/routing-dispatch) may prefill team and assignee when rules exist for the building.
    </ParamField>

    <ParamField path="Priority" type="Dropdown" required>
      Priority level for SLA tracking.
    </ParamField>

    <ParamField path="Description" type="Field">
      Rich text description with formatting options.
    </ParamField>

    <ParamField path="Attachments" type="Field">
      Upload supporting files.
    </ParamField>
  </Step>

  <Step title="Set assignment">
    Choose **Assign team**, **Assignee**, and **Vendor** as needed. Additional date and time fields match the [building create flow](/products/assetops/work-orders/work-orders-overview#create-a-work-order).
  </Step>

  <Step title="Save">
    Select **Save** to create the work order. Open it from the portfolio list or building list to reach the [work order detail page](/products/assetops/work-orders/work-orders-overview#work-order-detail-page).
  </Step>
</Steps>

***

## Related configuration

Work orders use portfolio-wide [categories](/products/assetops/resources/categories), [vendors](/products/assetops/resources/vendors), and [task templates](/products/assetops/resources/task-templates). Configure those modules before teams create work at the building level.

***

## Next steps

<CardGroup cols={2}>
  <Card title="Work order detail page" icon="clipboard-list" href="/products/assetops/work-orders/work-orders-overview#work-order-detail-page" arrow={true}>
    View tasks, logged time, attachments, and follow-ups after you open a work order from the portfolio list.
  </Card>

  <Card title="Building work orders" icon="building" href="/products/assetops/work-orders/work-orders-overview" arrow={true}>
    Manage work orders, Focus mode, filters, and bulk edit for a single building.
  </Card>

  <Card title="Work order basics" icon="book-open" href="/products/assetops/quickstart/work-orders" arrow={true}>
    Learn how corrective, preventive, and inspection work orders differ in AssetOps.
  </Card>

  <Card title="Priority & SLA" icon="gauge" href="/products/assetops/portfolio/priority-sla" arrow={true}>
    Define SLA targets that drive status and Focus mode on work order lists.
  </Card>
</CardGroup>
