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.