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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
Updated over 5 months ago

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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