There are three types of portfolio available:
Manual
Automatic
Semi-automatic
There are two views of portfolio available:
Gantt
Tree diagram
All portfolios are created as Gantt views.
If the Portfolio tab is enabled for your account, you can also display your portfolio as a Tree Diagram.
Manual portfolio
Manual portfolio
Gantt view
Gantt view
A manual portfolio allows you to choose exactly which projects are included in your portfolio view.
Create a new project.
Select Add task to create a new empty project.
Click the Hammer icon in the menu.
Select Link project.
Choose the first project you want to include in your portfolio.
Repeat the process until you have linked all the projects you want to include.
When you have added all the required project links, delete the example task that was created when you created the empty project.
Your manual portfolio is now complete and you can see the status of all added projects in this overview.
For more information about:
Opening a linked project
Removing a project link
How the Assignees field works
How the Description field works
Read this article about links in projects, click here.
Note: Archived projects remain visible in a manual portfolio as long as they are linked.
If you no longer want an archived project to appear in the portfolio, remove the project link before archiving the project.
Tree diagram view
Tree diagram view
Flat tree diagram view
Flat tree diagram view
If the Portfolio tab is enabled for your account, your manual portfolio will automatically appear there as a flat tree diagram.
Click the root node project to open the diagram.
If you are a participant in the project, you can click the image to open the project in Gantt. If you are not a participant, clicking the image will open the login page in a new tab.
You cannot click on archived projects.
Note: To view the full Tree diagram under the Portfolio tab, you must be a member of the root node project and have at least Member access at Company level.
Deep tree diagram view
Deep tree diagram view
To create a deep tree diagram you need to create a new portfolio project in Gantt for each layer in your deep tree diagram.
The root node project includes the internal node projects and the internal node projects include all child node projects.
Root node
Internal node
Child node
Visual deep-tree diagram
Note: To view the full Deep tree diagram under the Portfolio tab, you must be a member of the root node project and also all internal node projects and have at least Member access at Company level.
Automatic portfolio
Automatic portfolio
Gantt view
Gantt view
You can ask the Support team to create an automatic portfolio for you.
With an automatic portfolio, new projects are automatically added to your portfolio when they are created. This makes it easy to maintain a portfolio containing all projects from one or more companies.
If you remove a project link from the portfolio, it will not be added again automatically.
Archived projects are not shown in an automatic portfolio.
Example of an automatic portfolio containing projects from two companies:
Flat tree diagram view
Flat tree diagram view
If the Portfolio tab is enabled for your account, your automatic portfolio will automatically appear there as a flat tree diagram.
Click the root node project to open the diagram.
If you are a participant in a project, you can click the project image to open the project in Gantt. If you are not a participant, clicking the image will open the login page in a new tab.
Automatic portfolio can only be dispalyed as flat tree diagrams.
Note: To view the full Tree diagram under the Portfolio tab, you must be a member of the root node project and have at least Member access at Company level.
Semi-automatic portfolio
Semi-automatic portfolio
Gantt view
Gantt view
If you prefer a deep-tree portfolio and have several companies, you can ask the Support team to create an automatic portfolio for each company.
You can use these automatic portfolios as internal node projects and then create a root node project that you manually link them to.
This way, the portfolio for each company is updated automatically when new projects are created. You only need to update the structure manually when you add a new company.
Deep tree diagram view
Deep tree diagram view
If the Portfolio tab is enabled for your account, your semi-automatic portfolio will automatically appear there as a deep tree diagram.
Click the root node project to open the diagram.
If you are a participant in a project, you can click the project image to open the project in Gantt. If you are not a participant, clicking the image will open the login page in a new tab.
Note: To view the full Deep tree diagram under the Portfolio tab, you must be a member of the root node project and also all internal node projects and have at least Member access at Company level for each company.
Calculation of portfolio percentage
The progress percentage of the root portfolio is calculated based on the working days of all projects below it.
Projects with more working days have a greater impact on the portfolio percentage than projects with less working days.
Formula:
Portfolio % = Total completed working days ÷ Total working days
For deep tree diagrams, each internal node is calculated from the nodes below it.
Note: Milestones are not included in the percentage calculation.
Need help? Chat in the app or contact our support here.