Portfolios

The Portfolios page shows every active portfolio's spend for the selected period. The chart at the top compares them, split into capex, opex and labor. Each portfolio's card shows:

• Its cost for the period and how many projects it has.
• How that cost splits between capex, opex and labor.
• How many people are dedicated to it, grouped by loaded labor rate.

Select a card to open the portfolio.

Select New portfolio, enter a name and an optional description, and select Create portfolio. You can also type create a portfolio called Infrastructure in the command bar.

A portfolio's page shows, for the selected period:

• Its Cost, and how many Projects it has and how many of them had spend.
• Spend by project and Spend by category. Time of the portfolio's people that isn't allocated to any project appears as Unassigned time.
• Its expenses and labor allocations, which you can search, add to and edit right here.
• A Roadmap of its projects over time, marked Planned, Active or Completed.

Open the portfolio and use the command bar: create project Checkout redesign with an $80,000 budget. Because you're on the portfolio's page, the project goes into it. You can include dates and a status in the same sentence.

Open the menu next to the portfolio's name:

• Edit settings changes its name and description.
• Delete portfolio takes it out of active use. It and its projects drop out of the Portfolios list, the Dashboard and every total, and its people's utilization falls accordingly.

A deleted portfolio isn't erased. It's listed under archived portfolios at the bottom of the Portfolios page, where Restore brings it back with everything in it.