Feature · Portfolio

Every project on one screen

Once you have more than three projects, the question is no longer about one project's details. It is which of them needs your attention right now. The portfolio view is an aerial view — not a magnifying glass.

01 / What you see

Red flags stand out immediately

Every project carries a health indicator derived from deadlines, progress and risks. You do not have to click through eight projects one by one to work out where the problem is.

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Health indicator

Four states: on track, monitoring, at risk, archived. One glance shows which project needs intervention.

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Summary cards

Counters across the top: total, on track, monitoring, at risk, blocked, recurring, archived.

Delay detection

Late projects and passed deadlines are flagged automatically. Intervention before the crisis, not after.

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Progress and budget

Task progress, open risks and blockers, and the budget on every row — without opening the project.

02 / Connections

Projects are not independent of each other

One delay usually propagates. The portfolio view shows where those links are, so a slip in one project does not surprise the others.

  • Consolidated risk view

    Risks across every project in one view — which projects are most exposed and why.

  • Cross-project dependencies

    Mapping and visualising dependencies. The effect of one project's delay on the others is immediately visible.

  • Permission-aware

    The portfolio shows only projects you own or that are shared with you.

Portfolio status8 projects
On track — 5
Archived — 1
Monitoring — 1
At risk — 1
Blocked — 0
03 / Audience

The view management asks for

"How are the projects going?" should not be answered by spending an hour assembling slides. The portfolio view is the answer itself.

HealthDeadlinesRisksBudgetsDependenciesRecurringArchive
04 / FAQ

Frequently asked questions

How is the health indicator calculated?

It is derived from the project's status, deadlines and open risks. A passed deadline without progress moves a project to "at risk"; a project still in preparation shows as "monitoring".

Is the portfolio view suitable for a PMO?

Yes — it is the core PMO view. The Business plan adds workspaces and roles, which let you separate the portfolio by department or client.

Do I see other people's projects?

Only the ones you own or that are shared with you. The portfolio does not grant access to projects you otherwise have no business seeing.

Are recurring projects shown separately?

Yes, they have their own counter and the deadline column shows the next recurrence date rather than a one-off end date.

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