Within Teamwork, you can use Portfolio boards to view and manage your projects.
Note: Portfolio is available on per-user Premium/Grow subscription plans and above.
To view Portfolio, click the More option in the main navigation menu on the left of your site and select Planning.
In the Planning area, select the Portfolio tab from the horizontal menu.
Portfolio gives you an overview of what is happening across all your projects. For each project, you can see various associated properties such as company, category, start/end dates, owner, health and latest update.
At the bottom of each project card, you will see a progress bar of completion for the project, which takes the completed tasks vs. the total number of tasks for the project.
Clicking an individual project card will open a quick view pane on the right showing the project summary.
Through the use of portfolio triggers, you can also modify certain project properties as your projects move between columns.
Creating a board
Only site administrators in the owner company and users with permission to manage the projects portfolio can create new boards and add columns.
If you do not have any existing Portfolio boards, you will see an Add Board option in the center of the page, in addition to the Add Board button to the top right.
In the Add Portfolio Board modal, you can name the board (required), choose a color and add a description.
Once created, you will be brought directly to the board, where you can create columns within it.
Creating a board column
To create a board column, click the Add Column button in the top right. A column entry will be added to the board.
You can set a column name and color. Click Save at the bottom of the column to add it to the board.
To edit the name and color of an existing column, click the options button (three dots) to the right of the column name and select Edit. You can also single click the column name to switch to edit mode.
The dropdown menu also includes options to filter, delete, and sort, as well as the column settings.
Adding projects to a board column
To add projects to a board column, click the backlog to open a list of your projects. The projects can then be dragged from the backlog to the appropriate column.
You can also filter the projects in the backlog by name (text), category or tag.
Once a project has been added to a column you can click on the project card to view a project summary. Within this project summary you can click the project name to be brought to the project.
Portfolio filtering
When viewing a Portfolio board, you can use the filter options to filter which of the board's projects you want to view:
- Keyword
- Project status
- Show/hide columns
- Tags
- Company
- Project owner
- Project health
- Starred projects only
- Hide projects where I'm an observer
- Show only projects where I'm a member
For more information, see: Using Portfolio Triggers