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 display projects in different views.

The project portfolio helps you keep track of project status, responsibilities, schedules, and other project-related information.

Open the Project Portfolio

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

Available Views

In the project portfolio, you can switch between different views.

Search

In the search view, you can quickly find projects and narrow down results using filters. Depending on your permissions and configuration, different search and filter options may be available.

You can specify which view is displayed by default when you open Projects in your personal preferences. In addition to Search, you can select Portfolio, Timeline, or Analysis as your default view.

For more information about the configuration, see the article Set the default view for the “Projects” menu item.

Detailed information about the search view can be found in the article Search.

List

In the list view, projects are displayed in a table format. You can show or hide columns, group projects, filter them, and search for specific information. For example, you can also display pending task approvals directly in the project portfolio.

You can use the column selection to display the Approvals column. It shows you how many task approvals are currently pending for each project.

This gives you a quick overview of open task approvals directly in the project portfolio.

Board

In the board view, projects are displayed as cards. All projects are shown on a single level and can be grouped according to different criteria. For example, you can group projects by status or project manager for a clear overview on the board.

Analysis

In the analysis view, you can review cross-project metrics and analyses. Various widgets and charts are available for visualizing project data. For example, you can combine metrics from multiple projects and analyze them across projects.

Timeline

The timeline view displays projects chronologically. This allows you to review project durations, schedules, and overlaps across projects.

Detailed information about using and working with the portfolio timeline can be found in the Portfolio Timeline section.

Additional Actions

Using the actions menu, portfolio views can be displayed in full-screen mode, printed, or exported. Available options depend on the selected view and your permissions.

Mark a portfolio view as a favorite

You can mark saved portfolio views as favorites. To do so, open the menu of the desired view and select Set as favorite. The view is then displayed under Favorites in the main menu and can be opened directly from there.

Searching, Filtering, and Grouping Projects

You can use the search and filter functions to narrow down the displayed projects. The portfolio filter includes all standard fields that can also be displayed in the project list. The filters are grouped by related areas. You can also group projects, for example by project folders or other available criteria.

Grouping helps structure larger numbers of projects more clearly and makes relevant information easier to find.

Frequently Asked Questions (FAQ)

Which projects are displayed in the project portfolio?

The project portfolio displays the projects you have access to. Which projects are visible depends on your permissions within the workspace.

Can I filter projects in the project portfolio?

Yes, you can narrow down projects using the available filters and search for specific information.

Can I group projects in the project portfolio?

Yes, projects can be grouped using available criteria, for example by project folders.

Can I open a project directly from the project portfolio?

Yes, you can open a project directly from the project portfolio to switch to the corresponding project overview.