Project Portfolio – Overview and Features

The Project portfolio provides a central overview of all projects you have access to. You can search, filter, group, and view projects in different formats.

This gives you a cross-project overview of status, responsibilities, dates, and other project information.

Open the Project portfolio

1. Open the Projects area in the main menu.
2. Select the Portfolio tab at the top.
3. The portfolio is displayed with the projects you have access to.

Areas under Projects

In the Projects area, several cross-project views are available:

Search

Using Search, you can specifically find projects and narrow them down using filters. Depending on your permissions and configuration, various search and filter options are available.

You can find detailed information in the article Search.

Portfolio as a List

In the List view, projects are displayed in a table. This view is particularly useful if you want to compare or analyze several pieces of project information at the same time.

You can, among other things:

• show or hide required columns,
• filter projects,
• group projects by available information,
• search specifically for projects using the search function,
• summarize supported numerical values at grouping level.

Portfolio as a Board

Using the view selection, you can switch from List to the Board format.

In the Board, projects are displayed as cards. The selected grouping determines the property by which the projects are distributed across the individual columns.

For example, you can compare projects by project status, project management, project type, or another suitable property.

Timeline

In the Timeline, projects are displayed on a shared timeline. This allows you to compare durations, scheduling overlaps, and cross-project planning.

You can find detailed information about how to use it and its functions in the Portfolio Timeline section.

Analysis

In Analysis, you can compile cross-project key figures and analyses.

The analysis consists of various widgets and charts that you can configure according to the desired analysis. This allows you to view, for example, costs, resources, or other portfolio information across multiple projects.

Filter and group projects

In the Portfolio view, you can specifically narrow down the displayed set of projects using Filter.

Various project information is available for filtering. Multiple filters can be combined to display only the projects relevant to the respective analysis.

Using Group by, you can additionally group projects based on a common property. In the example shown, the projects are grouped by contract status.

The number of projects included is displayed directly on the respective group.

Only me

With the Only me option, you can additionally narrow down the Portfolio view to projects with your corresponding assignment.

This allows you to quickly view a personally relevant selection of projects alongside a workspace-wide portfolio overview.

Custom views

You can save the portfolio configuration as a custom view. This means you do not have to recreate recurring analyses every time.

Depending on the area, filters, groupings, visible project information, columns, or other display settings can be part of a view.

Custom views are available, among other places, in the Portfolio, Timeline, and Analysis areas.

Mark a Portfolio view as a favorite

You can mark saved Portfolio views as favorites. This allows you to open frequently used analyses directly from the main menu.

1. Open the menu of the desired view.
2. Select Mark as favorite.
3. The view is then displayed in the main menu under Favorites.

Open task approvals in Portfolio

In the List view, you can also display information about task approvals across projects.

To do this, display the Approvals column. For each project, it shows how many task approvals are currently still pending.

This allows you to see directly in the Project portfolio which projects still have approvals that need to be processed.

Define the displayed project set

Using the three-dot menu at the top right, you can define which types of projects should be included in the Portfolio.

The following options are available:

• Active and inactive – displays active and inactive projects and is the default setting,
• Active only,
• Inactive only,
• Archived projects,
• Project templates.

This allows you to first select the basic project set and then narrow it down further using filters.

Rename standard fields

The three-dot menu also provides the Rename fields function.

This allows the standard project fields Project folder, Project type, and Location to be adapted to the terminology used in the workspace. The labels can be defined separately for German and English.

Import and export projects

In the three-dot menu, you will also find functions for importing and exporting projects.

The following options are available:

• Import project
  Starts the import of a project.
• Export all projects as CSV
  Exports the project information to a CSV file.
• Export all projects as Excel
  Exports the project information to an Excel file.

Frequently asked questions (FAQ)

Which projects are displayed in the Project portfolio?

The Project portfolio generally displays the projects you have access to. Using the three-dot menu, you can additionally select whether, for example, active, inactive, archived projects, or project templates should be displayed.

Can I filter projects in the Project portfolio?

Yes. Using Filter, you can narrow down the displayed project set based on various project information and combine multiple conditions.

Can I group projects in the Project portfolio?

Yes. Using Group by, you can group projects based on suitable project information.

Can I switch between List and Board?

Yes. Within the Portfolio, you can switch between List and Board using the view selection.

Can I save my Portfolio settings?

Yes. Depending on the respective area, filters, groupings, and other settings can be saved as a custom view and opened again later.

Can I open a project directly from the Project portfolio?

Yes. You can open a project directly from the Portfolio and then switch to the respective project area.