Portfolio view
Open Management › Portfolio view. The view brings all projects together in a single table.
- At the top: Total, On track, Watch, At risk, Blocked, Recurring.
- In the table: Type, Name, Health (health score), Progress, Signals (overdue tasks, risks), Due, Value, Modified.
- Manage opens the project workspace page.
Use the portfolio in leadership meetings: start with the projects whose status is At risk and Blocked.
Resource planning
- Open Management › Resource planning.
- In the My weekly capacity section, enter your working hours per week in the Weekly capacity (h) field and press Save. Every team member does the same.
- The Team workload section shows for each person: projects, Open tasks, planned and actual hours and Utilization (%).
At the top is a summary: People in view, Open planned hours, Actual hours, Over capacity. Check this view before assigning new work.
Audit and compliance
Open Management › Audit and compliance. A single timeline of significant changes, decisions, risks and approvals across projects, from newest to oldest. Useful for compliance checks and audit preparation.