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.
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.
Four states: on track, monitoring, at risk, archived. One glance shows which project needs intervention.
Counters across the top: total, on track, monitoring, at risk, blocked, recurring, archived.
Late projects and passed deadlines are flagged automatically. Intervention before the crisis, not after.
Task progress, open risks and blockers, and the budget on every row — without opening the project.
One delay usually propagates. The portfolio view shows where those links are, so a slip in one project does not surprise the others.
Risks across every project in one view — which projects are most exposed and why.
Mapping and visualising dependencies. The effect of one project's delay on the others is immediately visible.
The portfolio shows only projects you own or that are shared with you.
"How are the projects going?" should not be answered by spending an hour assembling slides. The portfolio view is the answer itself.
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".
Yes — it is the core PMO view. The Business plan adds workspaces and roles, which let you separate the portfolio by department or client.
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.
Yes, they have their own counter and the deadline column shows the next recurrence date rather than a one-off end date.
Describe the project in your own words — the AI drafts a structured plan.
→🛑The system tells you what is still missing for a decision.
→🧩Break the project down: tasks, subtasks and a WBS.
→📊Schedule, dependencies and milestones — generated from your plan.
→🔀Task flow in columns — tied to the plan, not a separate list.
→🧭Scrum, Kanban, Waterfall, PRINCE2, hybrid or simple project.
→👥Who is overloaded and who is free — before a deadline slips.
→⚠️Risk register, impact–probability matrix and mitigations.
→💶Cost lines, VAT and free balance in real time — ready for reporting.
→📊A status report for management in seconds, not hours.
→🤝Share the project, set permissions, keep data separated.
→🧠Chat, recommendations, what-if and meeting notes in one.
→🔌REST API, webhooks, Slack, Teams and calendar.
→🔒Layered access control, audit log and GDPR compliance.
→14 days free — all Pro features, no card required.
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