Following a portfolio's progress

Dashboard, list, multi-project Gantt, workload and budget: all the views to steer a portfolio.

1 min read updated October 2026

A portfolio offers several views, like a project, but across all its projects. You choose the ones you need and switch between them in one click.

A portfolio's views

Widgets to arrange as you like: key indicators, breakdown by status, project list, charts and recent activity.

A table of all projects with their columns (progress, dates, owner…), sortable and filterable.

The schedules of all projects on a single timeline, to spot overlaps and upcoming deadlines.

Members' workload across all projects and the summary of expenses and revenue, depending on the options enabled for your organisation.

Use the + button next to the view tabs to add a view to the portfolio. Each portfolio has its own view configuration.

Dashboard widgets can be moved, resized and removed directly with the mouse. The add button opens the list of available widgets.

Good to know: a portfolio's filters are its own. Filtering a portfolio doesn't change your filters on the general project list.

Why can't I see the Budget or Resources views?

These views depend on the options enabled for your organisation. Contact your Gladys administrator.

Can other members see my dashboard?

Each person sees the data of the projects they have access to, depending on the portfolio's view configuration.