Portfolios overview

Available on Asana AdvancedEnterprise, and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise. Visit our pricing page for more information.

Visit our dedicated article for information on portfolio usage.

Portfolios provide a holistic view of all your important projects in one place. With project portfolio management you can organize your most important projects, monitor their health in real-time, and drill down for more information, while keeping your team updated on progress. You can also access portfolios on Android and iOS devices.

Explore portfolios for free. Start a free Asana trial today.

Related articles

Learn how to leverage portfolios in our Gaining insights with Reporting virtual training. Register now.

Create a portfolio

How to create a portfolio.gif

There are different ways to create a portfolio:

    1. Click the Projects + button in the sidebar and click New portfolio
    2. Click the Insights + button in the sidebar and click New portfolio
    3. Navigate to Portfolios in the sidebar and click +Create

Adding projects to portfolios

addport1.png

You can add projects from within a portfolio in the following ways:

  1. Click Add work to search for an existing project
  2. Create a new project by clicking on the drop-down arrow beside + Add work and selecting Create new project

You can remove a project from your portfolio at any time.

Removeproject.png

To remove a project from a portfolio:

  1. Right click on the project name column and select Remove from portfolio
  2. Navigate to the project’s overview tab, scroll down to Connected portfolios, click the three dot icon next to the portfolio’s name and click Remove from portfolio

Adding project templates to portfolios

Addprojtemplate (1).png
  1. Click on Customize
  2. Scroll down to Project templates
  3. Click on + Add project template
  4. Select a template and click the + Add to portfolio button

Once a project template has been added to the portfolio, it will appear in the drop-down menu beside Add work and can be used to create new projects from within the portfolio.

To remove a template from the portfolio, click the Remove from portfolio button. The Remove from portfolio option will only appear for templates that have been added to the portfolio.

Nested portfolios

Adding portfolios to portfolios allows you to integrate and track your work across multiple projects seamlessly. This enables you to monitor your work effortlessly and communicate progress to stakeholders.

port2port (1).png
  1. Click +Add work and select or type a portfolio’s name
  2. Click the drop-down arrow next to +Add work and select Create new portfolio

Portfolios that contain portfolios will have disabled timeline and workload tabs. This can be undone by removing any nested portfolios.

Project overview

Click on any project in your portfolio to view the right pane.

projectoverview.png

For projects from the portfolio right pane you can: 

  • Access the project directly to view its tasks, resources, and timeline
  • Share the project with other stakeholders
  • Copy the link, remove, and rename the project 
  • Close the right pane
  • Add or edit a due date or date range
  • Update or request a status update
  • View, comment and share the latest status update
  • View past status updates
  • View project description from project overview
  • View members of the project

For nested portfolios from the portfolio right pane you can: 

  • Access the project directly to view its tasks, resources, and timeline
  • Share the project with other stakeholders
  • Copy the link, remove, and rename the project 
  • Close the right pane
  • Add or edit a due date or date range
  • Update or request a status update
  • View, comment and share the latest status update
  • View past status updates
  • View project description from project overview
  • View members of the project
  • View nested portfolio content items and their associated status
 

Learn more about the different portfolio views and how to customize your portfolio view.

Like what you see? Get started with a free Asana trial today. Try for free

 

Was this article helpful?

Thanks for your feedback