Portfolios FAQ

Who can see my Portfolio?

Anyone you share the url with in the Organization will be able to access your Portfolio. Once they visit the url, it will automatically show up in their recents section in Portfolios view. If any of your projects in the Portfolio are private, they will see a notification at the bottom of the screen letting them know some projects are private.

Does anything happen to the project when I add it to my portfolio?

Yes, you automatically become a project status follower for all of the projects. You will get notified when any of the projects in your Portfolio have a status update.

How do I sort or customize my Portfolio?

If there is a specific way you and your team prefer to sort Portfolios, you can save it as the default view for everyone. You can also add custom fields directly from the drop down and then sort your Portfolio by your chosen field. You can up to 20 fields per Portfolio and can have up to 5 fields shown in the Portfolio view at any time.

How can I export my Portfolio?

export

To export your Portfolio:

  1. Click the three dot icon next to the Portfolio title
  2. Select Export to Google Sheets

You can export your Portfolio at any time using Google-Sheets. Everything will be exported, including the actual status language.

Can I receive an email notification about my Portfolio?

Yes, you can receive a weekly email once you check the Weekly Report box in your email notification settings.

What are the Portfolio Limits?

  • How many Portfolios can I create?: There is no limit

  • How many Portfolios can appear in my Recents at the same time?: 20 Portfolios max and there is no time limit

  • How many projects can I add to a Portfolio?: 250 max (including archived projects)

  • How many custom fields can I add to a Portfolio?: 20 max

  • How many custom fields can be shown in Portfolio view at one time?: 5 max

  • How many Portfolio Weekly Report email notifications can I receive per week?: 20 max

  • How many projects are included in each weekly report email?: 50 max, however a link provided will allow you to view more.

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