The job of this console
See which delivery is red, drill in, fix tasks or dates, come back to confirm the rollup moved.
Projects · Portfolio
Portfolio
Portfolio control tower over live projects — health, risk, and scenarios — not a second project register.
Scroll to Flowcharts. Scenario: Review portfolio health and open a red project.
Portfolio tower
Health of projects you already run
Portfolio rolls up live Project rows. Opening a card should land on that project, not on a duplicate file.
Projects → Portfolio
Route
/project/portfolio
Org flag portfolioEnabled
Project Manager · Resource Manager · Finance · Executive · Admin
Seat at the table
PMs, resource, finance, executives, admins with portfolioEnabled. Contributors use My work and dashboard.
The working rhythm
Scan rollups, open a project, act on details or board, return.
Moments that bring you here
Exec review. After a PO spawn. Capacity crunch visible as red health. Scenario planning before a bid.
ⓘ
View of Project
Task and TaskActivity remain the delivery grain. This tower does not replace the list.
Flowcharts
1 — Drill a red project
Read the tower, open the project, correct the source.
flowchart TD
A[Open Portfolio] --> B[Read rollups]
B --> C[Select a red project]
C --> D[Project details]
D --> E[Fix Task / dates / team]
E --> F[Tower refreshes]
- 1OpenProjects → Portfolio.
- 2ScanHealth and risk rollups.
- 3DrillSame Project as the list.
- 4Fix sourceCharts follow.
Overview
Portfolio is a control tower on Project. It does not store a parallel portfolio table. Delivery sprints, Gantt, and governance are sibling lenses on the same chain.
How to use
1. Drill to act
Do not manage status only in a heatmap.
2. Scenarios
What-if views are not extra Project rows.
3. Commercial parent
POs still matter when the chain is used.