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Creating your first portfolio

Stay organized and on track with Portfolios — your single view for project progress, budgets, and updates.

Written by Vincent Lam

Master your project visibility with Portfolios! In this quick demo, learn how to use Portfolios to track progress, budgets, and updates across all your projects — all in one place.

You’ll see how to:

  • Navigate and expand portfolios to view linked projects, files, and tasks

  • Understand the difference between auto-populated and user-populated portfolios

  • Create automated portfolios straight from your filtered searches

  • Build and customize your own portfolios manually

  • Manage visibility and sharing permissions

  • Subscribe to updates so you never miss a change

Whether you’re managing a single team or multiple programs, Portfolios help you stay organized, informed, and on track.

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