Project Information Display in Portfolio

Hide and Show Columns in Portfolio

These settings are personal to the member.

You can choose to show or hide columns by clicking on the blue + in the top right of all of the Portfolios.

These are all the columns:

• Project Name: Project Title

• Project ID: Project Number or ID

• Client: Project Client 

• Tasks: Number of incomplete Tasks and overdue Tasks, click to see all Tasks

  • Project - Tasks

• Notes: Number of notes on the Project, click to see all notes

  • Project - Notes

• Updates: the most recent update on the Project, click to see all Project updates 

  • Project Updates

• Progress: Tracks the number of completed tasks compared to the number of outstanding tasks

• Members: Number of team Members on the Project, click to see all Project Members

  • Project Members

• Stage: Customizable of stages of the Project 

• Status: Customizable of statuses (ie. on-schedule, on hold, behind)

• Priority: Low, medium, and high priority

Stage, Status, and Priority will be visible to everyone in the organization once they are set.

Reordering Columns

You can rearrange the columns by dragging and dropping them on the list.