Portfolio
Have a comprehensive view of all your projects through Portfolio. Learn how Portfolios work
A Portfolio is a centralized view of your projects. They help you organize your projects and offer you real-time monitoring. You can keep your entire team updated on the progress of multiple projects.
Creating a Portfolio will let you:
Add projects in the portfolio.
Use Milestones to track your projects more accurately.
View the current status of each project.
View project progress %.
View the number of overdue tasks.
View the project owner.
Create Portfolios:
Click on the Portfolios field on the top left sidebar.
Click on create group.
Provide group name.
Add Projects to the Portfolio:
Click on Add Project.
Search the project name.
Click Add.
Share Portfolio:
Click on three dot icon next to your group name.
Select Share with members.
Search and select the Member name.
Click Add to Group.
Delete Portfolios:
Click on the three dot icon next to the group name.
Select Remove Group.
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