CAPABILITIES
Company Type
Portfolio management
Juggling multiple projects at once, you need Asana for portfolio management. Portfolios in Asana let you organize and monitor related projects in one place.
Access portfolios from the sidebar. Create a new portfolio for your team's active projects or for a large initiative that cuts across multiple teams.
Add existing projects and other portfolios. Or create a new project right from the portfolio view.
You can see each project's status, progress, due dates, and owner. And view important project details without leaving the portfolio view.
Just like a project, you can add custom fields to categorize the work in your portfolio. If you use a global custom field like estimated cost, adding that field to the portfolio will show you a sum across all the projects in the portfolio.
See how projects are progressing by the percentage of tasks or Milestones completed. And sort your portfolio by status, owner, or one of your custom fields, and save the layout as your default view.
The timeline view gives you a bird's eye view of all your project's start and end dates, and project Milestones. Similar to project dashboards, you can create charts to get insights about the work within your portfolio. The workload tab gives you a visual snapshot of your team's capacity and the tasks they're working on. You can pinpoint risks and reassign tasks all in one place.
As your team moves work forward, keep everyone up to date by publishing status updates from the progress tab. You can share highlights, provide visual insights, and connect your portfolio to a company or team goal to show how it aligns across the business. The members of your portfolio will receive the status update directly in their Asana inbox.
Working on lots of projects, get them organized with portfolios in Asana.
Asana use cases
15 videos
1
Asana in practice: Project intake24:22
2
Asana for Request Tracking18:30
3
Asana in practice: Build a reusable marketing campaign template22:14
4
Asana in practice: Build a streamlined creative requests project20:09
5
Asana in practice: Product launches23:13
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Asana in practice: Organizational strategic planning06:17
7
Asana in practice: Goal management18:43
8
Asana in practice: Marketing strategic planning17:56
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Asana in practice: Employee onboarding09:09
10
Asana in practice: Effective event planning15:00
11
Asana in practice: Capacity planning07:49
12
Asana in practice: Building a centralized content calendar in Asana24:51
13
Asana for Operations2:00
14
Asana for PMOs2:58
15
Asana for Finance1:48
