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Portfolio

See a high-level rollup of projects, capacity, and roadmap tracking across the organization.

Portfolio is the executive view of delivery. Instead of drilling into individual projects, it summarizes the whole picture — how many projects exist and in what state, how your people are allocated, and how roadmaps are tracking — so leaders can read the health of the organization at a glance.

What Portfolio shows#

The portfolio brings three kinds of information together into one summary.

Project counts#

A breakdown of your projects by state so you can gauge both the size and the shape of the pipeline:

  • Total projects
  • Active projects
  • Suggested projects awaiting review
  • Approved projects ready to begin

A large suggested count, for example, tells you there is a backlog waiting on approval; a healthy active count tells you how much is genuinely in flight. These states mirror the project lifecycle described in Projects & roadmaps.

Capacity metrics#

A view of how your people are deployed, expressed as members assigned versus unassigned. This is a quick read on whether you have people without work or work without people. For the detailed, day-by-day allocation behind these numbers, see the Resource planner.

Roadmap tracking#

A summary of roadmap progress that distinguishes upcoming work from work that is in flight. This lets leadership see how much is committed for the near future versus how much is already underway, without opening each roadmap individually.

Filtering and scoping#

Portfolio is designed to be sliced to the view each person needs.

  • Filter by portfolio group: Narrow the summary to a single department or group so leaders see only the work that concerns them.
  • Filter by visibility scope: Limit the view according to visibility, so the rollup respects what a given viewer is allowed to see.

You can drill from the summary into the underlying details when you need to go deeper on any figure.

Portfolio groups (departments)#

Portfolio groups represent departments, and they determine what each viewer sees. Rather than showing everyone the entire organization, the portfolio scopes its numbers to the groups relevant to the viewer. This keeps the summary meaningful for department leaders and avoids overwhelming them with unrelated work.

Because groups shape both what is shown and to whom, set them up to mirror how your organization is actually structured. Group and role administration is covered in Members, roles & groups.

How to use Portfolio#

  1. Open Portfolio to see organization-wide project counts, capacity, and roadmap tracking.
  2. Filter by portfolio group to focus on a department, or by visibility scope to match a viewer's access.
  3. Read the capacity metrics to check for unassigned members or unstaffed work.
  4. Use roadmap tracking to compare upcoming commitments against in-flight delivery.
  5. Drill into details wherever a summary figure raises a question, jumping through to projects, the planner, or roadmaps.

Related#