Managing Portfolios

Hello everyone,

i am unsure about how to really make our portfolios better, so that our executives can easily get Information about a project, without having to look into every single task.

Currently we have 3 or 4 templates because most of our projects follow the same, or nearly the same, process. We set up Milestones, so that our executives can can just look at the portfolio and see what milestones have already been achieved, which are overdue or which are still to be done.
With that being said setting due dates for these milestones in chronological order is mandatory, so they will be displayed correctly in the portfolio view. But because our projects can last for a long time, you cant always pin down an exact date.

Long story short our portfolios look kind of messy. Does anyone have some good tips or experiences they can share with portfolio management. Or how to set milestones that are at the end of our projects further back if a process at the front of the project blocks the continuation.

This is my first topic in the Asana forum. Thanks to anyone reading and interacting. I will try to add a screenshot so you get what i mean.

3 posts were merged into an existing topic: Portfolio milestone indicator wrong order