Portfolio: all projects on one screen
The Portfolio page consolidates your active projects into a single table: each project’s latest status update, progress, delayed tasks, next milestone, end date, and budget usage. Upcoming and overdue milestones appear in separate lists.
- Company administrator: all active projects
- Other persons: projects where they are administrators, members, or watchers
- Budget column: only the project manager and company administrator
Portfolio: all projects on one screen – what is it?
The Portfolio page groups your open projects in a single table: latest status update, progress, overdue tasks, next milestone, end date, and budget usage for each project. Who can do it: Company administrator: all active projects; Other persons: projects where they are administrators, members, or watchers; Budget column: only the project manager and company administrator.
Reading the portfolio
Click Portfolio in the left menu.
The cards above show how many projects are On Track, At Risk, or Late, how many have no status update, and the total number of late tasks 1. Clicking a card filters the table to show only those projects; clicking again removes the filter.
Each project appears as a row in the table 2. Clicking the status badge opens the project’s Status tab; clicking the rest of the row opens the project dashboard. Click column headers to sort; when the table first opens, the most problematic projects appear at the top.
The Milestones list shows open milestones due within the next 30 days and overdue milestones, sorted chronologically 3; clicking one opens that task.
- 1Status distribution; click to filter
- 2Each project is one row
- 3Upcoming and overdue milestones