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.