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User guide / Steering a portfolio

Portfolio management

Steering a portfolio

Add projects to a portfolio and follow their overall progress.

2 pages · updated October 2026

  1. 01 Adding projects to a portfolio Attach existing projects to a portfolio, remove some, or create a project directly in the portfolio. 1 min
  2. 02 Following a portfolio's progress Dashboard, list, multi-project Gantt, workload and budget: all the views to steer a portfolio. 1 min
Next topicCreating & scoping a project