Using the Project Portfolio: Tour

Access projects by clicking the Projects icon. The Project Portfolio screen appears. The Project Portfolio screen displays all projects to which you own, contribute, or have SmartTasks assigned. A summary of each project is displayed including the project owner, the number of associated SmartTasks (and their status), the percentage of SmartTasks complete, and the due date.

Here’s a walkthrough of the Project Portfolio’s features:

View Options: There are several views available for displaying project portfolio detail. By default the Project Portfolio displays in Grid view, but the system will remember the last view upon the next login. Other views include:

Portfolio Timeline View

Thumbnail View

Dashboard View

Grid View
Grouping Options: Provides different ways of organizing projects. These include Owner, Team, Project Scope, Program, Category, Product, Stage, Priority, Due Date, Month Due, Month Starting, and None (which sorts projects alphabetically by name). The icon that displays within the Sort panel indicates the current sort criteria applied to the Project Portfolio (in this example, projects are grouped by program).
Favorites Icon: Click to view projects marked as Favorites.
Column Display Settings: Click to turn on/off the columns displayed. Read more about the columns available here.
Notes: Click to view notes associated with the portfolio or the projects found within. Learn more about notes here.
More Options: Click to import a project, print to PDF, save as an image, or export the portfolio.
Quick Filter: Type into this field to limit the projects displayed by a key filter term.
Filter: Limits the project data displayed. These include filtering by Project Status, Project Involvement, Project Type, Owner, Program, Category, Stage, Priority, and Forecast Date.
Project Category: Reflects how the projects are being organized/grouped via the Group function.
Projects Icon: Leads to the Project Portfolio.
Master Add Button: Hover over to add a new Project, Task, or Team.