# 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

## Reading the portfolio

- Click Portfolio in the left menu.

- The top cards show how many projects are On Track, At Risk, or Delayed, how many have no status update, and the total number of overdue tasks. 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. 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; initially, the most problematic projects appear at the top.

- Milestones list shows upcoming milestones (within the next 30 days) and overdue open milestones in chronological order. Clicking one opens that task.

> Result See at a glance which projects require attention. Download CSV provides the entire table as a file that opens directly in Excel.

> Tip If the last status update is older than a week, the date appears orange and is counted under No Update card. The budget bar turns yellow at 80% and red when the budget is exceeded.

> Note Archived projects do not appear in the portfolio. Users with the Customer role cannot see this page.

## Related pages

- Project status update

- Reading reports and downloading CSV

- Workload and capacity