Monitor initiatives in one place with Portfolios
- Skip Ahead to
- Creating and using Portfolios
- Examples of Portfolios
- Tips for managing work with Portfolios
Those managing multiple projects or execs spend time tracking down statuses so they can make sure plans and goals are on track. That usually means cobbling together updates from various teammates, or spending a lot of time manually updating their project plans. Instead, they can rely on Portfolios to proactively monitor projects, and see real-time progress in one place.
What are Portfolios?
Portfolios are the best way to keep track of all projects for a specific initiative or team in one place. They’re an easy way to file and organize the projects you access most often, and you can sort by project owner, deadline, status, priority, and more.
Why create and use Portfolios?
Anyone managing or working in lots of projects knows how hard it is to see how their projects are actually going, what work is at risk, and providing updates to stakeholders across the organization. This might happen manually in spreadsheets which get outdated quickly. Others using project management software might have a better view into work, but it’s only visible to them, unconnected from working files, and requires a lot of technical training to use.
For individuals working across a lot of projects, it can be hard to keep track of each project plan. With Portfolios, they can group projects together to find them more easily.
Leaders who want to monitor the progress of top priority projects, or the main projects contributing to key objectives can also create Portfolios to get a quick pulse—without calling separate meetings or waiting for other managers to get back to them.
How to create a Portfolio
Creating a Portfolio is simple:
- Open the sidebar and click Portfolios at the top.
- Click the New Portfolio tile, name your portfolio, and then create it.
- Click the Add Project button and type the names of projects you want to add.
- Share any Portfolio by copying its URL.
What are some examples of Portfolios?
Though Portfolios are ideal for project managers and portfolio leads, anyone can use them in a variety of ways. Here are some examples to get you started:
|Role||Can use Portfolios to track…|
|Product managers||Product launches|
|C-Suite||Top projects towards achieving company OKRs|
|Event planners||Events this quarter|
|Managers||All their 1:1 projects|
|Campaign managers and creative directors||Active campaigns|
|HR managers||All new hires onboarding in a month/quarter|
|Customer success managers||Active client accounts, or all projects related to one specific client|
|IT manager||All active software deployments or considerations|
|Office managers||New office openings|
Tips for managing work with Portfolios
The options for what projects you can track in a portfolio are endless, but here are some tips to help you best utilize it:
- Project status update looking stale or out-of-date? Ping the Project Owner for a status update by clicking the project, then Request Update. The Project Owner will get a task to update the project’s status.
- Sort your portfolio by other custom fields. We’ve included a priority field, but you could add other custom fields to see your portfolio organized by objective they contribute to or cost, for example.
- Want to see your portfolio organized by Project Owner, deadline, status, or project name? Sort your Portfolio by other fields by clicking the filter icon in the top right corner and selecting your criteria.
- If your entire company isn’t using Asana yet, you can sign up for weekly Portfolio email digests to forward to those without an account.
Portfolios are simple to create and make it easy for anyone to organize and monitor multiple projects at once.