> For the complete documentation index, see [llms.txt](https://portavi.gitbook.io/portavi-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portavi.gitbook.io/portavi-docs/getting-started/your-workspace.md).

# Setting up your workspace

A **workspace** is your organisation's container in Portavi. It holds your portfolios, programmes, projects, team members, integrations and billing.

Most organisations need only one. You can belong to several (as a consultant working with multiple clients, for example) and switch between them from the workspace switcher at the top of the sidebar.

## Creating your first workspace

After signing up, the onboarding wizard walks you through it:

1. **Name your workspace**: usually your company or department name.
2. **Give it an identity**: an emoji and colour, so it is recognisable when you have more than one.
3. **Choose your features**: pills for Programs & benefits, Portfolios & strategy, Capacity planning, Budgeting & EVM and Change management, all selected to start. Deselect what your PMO does not run. This is the same choice as **Settings → Features**, where it can be changed at any time.
4. **Invite your team**: optional at this stage; you can do it any time from settings.

Your country and currency are detected automatically and used for billing. Your own language is detected separately. Both can be changed later.

{% hint style="info" %}
**Why currency and language are separate:** billing belongs to the workspace, but language belongs to you. A German manager in a UK workspace reads German and is billed in pounds.
{% endhint %}

## The getting-started checklist

A checklist appears on your Overview page tracking the steps that make Portavi useful: connecting a tool, creating a project, inviting your team.

You can dismiss it once you are past that stage. If you want it back, go to **Settings → Preferences** and turn **Show getting-started checklist** on again.

## Switching workspaces

Select the workspace name at the top of the sidebar to switch. Your role can differ between workspaces (you might be a PMO manager in one and an executive in another) and what you can see and do changes accordingly.

## Renaming or rebranding

Go to **Settings → General** to change the workspace name, logo, timezone, currency and default sync frequency. You need to be a PMO manager.

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