Showing incorrect status in Portfolios

Hi Asana crew. Our management and acquisition teams have recently started using Portfolios as a way to track progress on our many projects. Our team leads post Status Updates in their respective projects on a weekly basis and indicate the status/risk (On Track, At Risk, Off Track). We then have one main Portfolio in which other Portfolios are live. It’s a great feature to get a quick overview of the overall status of the company and associated risks.

However, currently, a Portfolio which for example has three projects in it, two of which are On Track and one which is At Risk, shows the entire Portfolio as being On Track, even though one of our team members has indicated that one of the projects within the Portfolio is At Risk. How can a Portfolio be automatically marked as being On Track when some of the projects are marked as At Risk?

The ability to quickly identify risks as indicated in a Portfolio seems quite essential, at least it is for us. Especially in the case of using Portfolios within Portfolios it is frustrating and takes time to open up all the different Portfolios to only be able to notice At Risk or Off Track scenarios when viewing within Portfolios at Project level. It seems to lessen the effectiveness of what Portfolios ought to offer in terms of a quick overview of the overall status of Projects.

We tried seeking a workaround solution but there does not seem to be one. Would much appreciate it if this could be looked at and considered.

Hi @Wietse, thanks for reaching out! As it stands, the Portfolio status needs to be manually set by the person who is posting the Status Update in the Progress tab. If not all projects in the portfolio are on track, you can select At Risk in your status update:

I hope this helps! Let me know if you have any other questions!

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Thank you, Emily and apologies. Understanding how it works now :slight_smile:

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