The Portfolio page: filter, rank, and archive projects
Portfolio is the whole book of work. Open it from Portfolio in the left sidebar (the top group: My Day, Portfolio, Schedule) and you get every project in your workspace — its health, who leads it, how far along it is, how much of the budget it has burned, and when it is due — with filters and sort on top. My Day is your slice of the work; Portfolio is everyone's. See "My Day: your personal cockpit".
The page is titled Portfolio health and is built from four movable tiles: Portfolio pulse, Top risks (AI), the projects table (named for whichever scope is active), and Needs attention.
Reading the pulse
The Portfolio pulse tile is the headline. The gauge on the left is your portfolio health score — the average Current Score across your active projects, on a 0–100 scale where higher is healthier. Next to it, the health mix bar splits those projects into on track, at risk, and off track; the three chips underneath are clickable and filter the table below to that band. On the right sit three supporting numbers: Active, Completion (a ring showing tasks done out of total tasks), and Overdue (open tasks past their due date). All of them recompute when you change the scope.
| Current Score | Health shown | What it means |
|---|---|---|
| 80–100 | On track | Nothing material is dragging the project down. |
| 55–79 | At risk | Real signals are deducting points — worth a look this week. |
| Below 55 | Off track | Loud problems. These sort to the top by default. |
Scope, search, filters, and sort
The toolbar above the table has four lenses. Everything and My work are available to everyone. My work means projects you lead or have open tasks on — including tasks where your linked PSA resource is the primary assignee or a secondary resource, so an engineer who leads nothing still sees their projects. Managers get two extra lenses, Internal and Partner-facing, derived from the PSA project types your admin tagged under Integrations → your PSA's Manage drawer. Untagged types fall out of both.
Search matches on project name, PSA project number, partner, and lead — every word you type has to appear somewhere, in any order, so "northwind firewall" finds Northwind Dental's firewall project.
| Filter group | Options |
|---|---|
| Health | On track · At risk · Off track |
| Due | Overdue · Due this week · Due in 30 days · No due date |
| Budget | Over budget (≥100%) · Near budget (90–99%) · No budget set |
| Sync | Synced (named for your PSA) · Current native · Sync conflict · Stale (7d+) |
| Status | Appears when the workspace's active (non-archived) projects carry more than one distinct status, regardless of the scope or filters you have applied |
| Ownership & risk | Unassigned (no PM) · Has open risks |
Alongside Filters are two more pickers — All PMs and All teams (with a My teams shortcut if you belong to one) — plus a Sort menu: Current Score, Due date, Name, Partner, Lead / PM, Progress, Budget %, Recently updated, Open risks. The default is Current Score ascending, so the projects in the worst shape land at the top. Table and Cards toggle the layout. The badge on the Filters button counts everything currently narrowing the list, and Clear all filters resets them in one click.
Rearranging the page
- 1Grab the gripEach tile header has a drag handle on the left. Drag it up or down to reorder Portfolio pulse, Top risks (AI), the projects table, and Needs attention.
- 2Drag the bottom edge to resizeHover the bottom edge of a tile and drag it taller or shorter. The handle is keyboard-reachable — focus it and use the arrow keys.
- 3Reset if you overshootOnce your layout differs from the default, a Reset layout button appears in the page header. It puts every tile back where it started.
Your layout and your last-used scope are saved to your user account, not just the browser, so they follow you to another machine — and they are personal. Nobody else's Portfolio changes.
Archiving a finished project
Archiving is how you retire a finished project without destroying anything. It hides the project from the active Portfolio, from the project picker on the work views, and from reports — but every task, time entry, and document stays exactly where it was.
- 1Open the projectClick the project row in Portfolio to open its page. Archiving is available to project managers and admins.
- 2Click the archive icon in the headerIt sits next to the delete icon, top right. There is no extra confirmation dialog — Current archives immediately and sends you back to Portfolio, and the confirmation offers Undo for a few seconds in case you clicked by mistake.
- 3Find it again under ArchivedBelow the projects table, a collapsed Archived section lists every archived project with its number and partner. Expand it and, if you are a project manager or admin, click Restore to bring one back to the active Portfolio. Everyone else can see the archived list but cannot restore — RLS blocks the write as well as hiding the button.
The rest of the toolbar
- ＋Projects / By acquisition — the second grouping swaps the tiles for the acquisition rollup, for post-merger programs that span many projects.
- ＋Import — managers only; opens the wizard that imports tasks from a CSV into a project.
- ＋Sync dots and risk badges — each row carries a sync-state dot next to the name (hover it for the reason) and a red badge counting open risks. See "Reading the sync health dashboard (and fixing a stale sync)".
- ＋Needs attention — the bottom tile assembles up to six live items: off-track projects, overdue tasks, projects at 90% of budget or more, unassigned tasks, and open PSA sync conflicts.
A brand-new workspace sees a sample portfolio behind a banner marking it as sample data; managers can load it in or simply create their first project to go live. What any one person sees here is decided at the database layer by their role and project membership — see "Roles & permissions: who sees what".