# Portfolio

Portfolio gives you a bird’s eye view of multiple projects and their progress.

With a Portfolio, you can:

✅ **Add Projects** – Organize multiple projects under a single portfolio.

✅ **Track Milestones** – Monitor key milestones for better project accuracy.

✅ **View Project Status** – Get real-time updates on each project's current status.

✅ **Monitor Progress %** – See the completion percentage of every project.

✅ **Identify Overdue Tasks** – Keep track of pending tasks and deadlines.

✅ **View Project Owner** – Know who is responsible for each project.

…and much more to streamline project management and enhance visibility!

### **Creating a Portfolio:**

1. **Click on the “+” icon** in the Portfolios section.
2. **Enter a name** for your portfolio.
3. **Click the "Add" button** to include projects in the portfolio.

Once created, you can track milestones, monitor project progress, and manage tasks efficiently!

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### **Sharing a Portfolio:**

1. Click on the **dropdown icon** next to your group name.
2. Click on “Add Members”**.**
3. Give them the necessary rights.

#### **Portfolio Permissions:**

SmartTask allows you to set permissions for **who can access and join a portfolio.**

1. **Find and Join** – Everyone in the organization can discover and join the portfolio.
2. **Private to Members** – Only added members can access the portfolio.

Admins can **add or remove members** and control access levels to ensure the right people have visibility into projects.

### Remove a project from a portfolio

1. **Open the detailed view** of the project inside the portfolio.
2. Click on the **three-dot menu (•••)** in the top-right corner.
3. Select **"Remove from Portfolio."**

This action will remove the project from the portfolio while keeping it intact in the workspace.

### Portfolio Timeline

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The **Portfolio Timeline** helps you track multiple projects at a glance, ensuring everything stays on schedule. Here's how you can make the most of it:

**1. View Project Progress**

* The timeline displays all projects in a **Gantt-style view**, showing key milestones and deadlines.
* You can quickly see which projects are **on track, ahead, or delayed**.

**2. Identify Delays**

* Delayed tasks appear visually, making it easy to spot bottlenecks.
* Click on any project to check which specific milestone is causing the delay.

**3. Adjust Schedules**

* If a project is running behind, **drag and adjust** milestones on the timeline to realign schedules.
* Assign resources or modify deadlines as needed.

**4. Filter and Customize Views**

* Use filters to focus on specific projects, teams, or timeframes.
* Customize the view by selecting different date ranges (week, month, quarter).


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