Order and control
Portfolios
A portfolio answers the question that does not fit inside one project: which directions make money and which are running on enthusiasm.
Available in:“Project business” plan
What it covers
- Portfolio composition with a summary of dates and budget
- A risk indicator that names its reasons rather than only showing a colour
- Economic reasons appear only with the project economics permission
- Projects in a portfolio compared against each other by actual margin
- Profitability by client and by work type
Frequently asked questions
What risks does a portfolio show?
Overdue work, a close deadline, a budget overrun or one near the limit, a project with no team and hours without a cost rate. The reason always sits next to the colour.
Can projects in different currencies be summed up?
Yes. Each project has its own currency, and the summary is converted to the reporting currency at the rate on the report date.
Where it helps
Other features
Put a number on your first project
Tasks, projects, boards, dates and time tracking are available on the free tier. Rates, cost and profitability switch on when you need figures rather than discipline alone.