Reporting at the Portfolio Level

Is it possible to see the status of projects in a portfolio? Right now I can see projects and tasks but not see a widget by project status.

Hi @Lisa_Hagin, thanks for reaching out.

When clicking into a Portfolio, you can see a list of all Projects included in that Portfolio along with the status of each Project: On Track, At Risk, Off Track, On Hold.

These Project statuses however, do need to be selected manually. They will not update automatically based on the task completion status within the Project. For more on Project statuses, take a look at our Guide article below:

I hope this helps :slight_smile:

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