Purpose
This article explains Portfolio Views, which give a bird's-eye view across multiple projects at once.
Who Uses This
Executives and administrators overseeing multiple projects or locations.
How It Works
Portfolio Views aggregate data — schedule, budget, and milestone status — across all projects you have access to, rather than viewing one project at a time.
Filter or sort by location, status, or other criteria to focus on the projects that matter most right now.
Best Practices
Use Portfolio Views for regular leadership check-ins across your project pipeline.
Combine with At Risk Reporting to quickly spot which projects need attention.
Filter by location if you're managing projects across multiple sites (see Locations).
Troubleshooting
If a project is missing from your Portfolio View, confirm you have access permissions for that specific project.