Portfolio views

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Portfolios help you organize and view related projects in one place. In this article we’ll focus on how you can customize your portfolio view to track project progress efficiently. You’ll learn how to apply filters, sort manage custom fields, view milestones and use portfolio timeline.

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Portfolio filtering and sorting

If there is a specific way you and your team prefers to sort portfolios, you can save it as the default view for everyone.

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To change your portfolio view:

  1. Click on Filter and/or Sort to apply a single filter
  2. Choose either tasks or milestones as the progress type displayed
  3. Click the three dot icon and select Save layout as default
Sort by fields

From the Sort slider in project view you can sort your tasks by a range of field options. You can categorize, prioritize and sort based on your particular needs.

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Multi-filter and sort

With multi-filter and sort, you can create custom views within portfolios that will allow you to manage, monitor, and report on work at scale.
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Multi-filter

You can apply up to 10 filters at a time on your portfolio list view and can use the following filters:

  • Status
  • Team
  • Owner
  • Multi-select custom field
  • Single-select custom field
  • People custom field
  • Start/Due date
  • Date custom field
  • Goals

Multi-sort

You can apply up to 10 sorts at a time on your portfolio list view and can use the following sorts:

  • Name
  • Status
  • Owner
  • Start/Due date
  • Duration
  • Time remaining
  • Priority
  • Multi-select custom field
  • Single-select custom field
  • People custom field
  • Date custom field
  • Goals

Milestones in portfolio view

Milestones are visible on a portfolio's timeline. A diamond signifies a milestone. They show key events and map forward movement in the project plan. Milestones act as signposts through the course of your project, helping ensure you stay on track. You can then click into the milestone symbol for more context on the task within the project.

A maximum of 12 milestones can be displayed in your portfolio view, before the list becomes truncated.

How to manage custom fields

customfields.pngClick the Customize menu to add and manage your custom fields or click Add Field and choose from the drop-down menu.

Portfolio timeline

Portfolio timeline allows you to visualize, share, and adjust how initiatives are sequenced so you can best utilize your resources and hit your deadlines.

Accessing your portfolio timeline

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You can access portfolio timeline within a portfolio. Click Portfolios in the sidebar and choose a portfolio.

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View your portfolio timeline by clicking the Timeline tab

Use the portfolio toolbar to:

  • Filter projects by day
  • Filter your view by day, week, month, quarter, half-year or year
  • Set color or choose custom fields with a particular color

Connected goals in portfolio view

You can view connected goals within a portfolio’s list view. The Connected goals column shows goals that are connected to the work in the portfolio, increasing the visibility of the relationships between work and goals.

From the portfolio list view, you can:

  • View connected goals
  • Add existing goals to a specific portfolio item
  • Create a new goal from within list view

Viewing connected goals

To view connected goals:

  1. Open your portfolio in List view and click on the Customize menu
  2. Click Show more fields
  3. Toggle on the Connected goals field
  4. The connected goals field will now be visible in list view

Adding connected goals

To add existing goals:

  1. Click into the Connected goals field
  2. Choose an existing goal by scrolling through the popup list or start typing the goal name into the field
  3. Click on the existing goal to add it as a connected goal

Creating a new goal


To create a new goal from the connected goals field:

  1. Click into the Connected goals field
  2. Click + Create new goal at the bottom of the pop-up menu

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