--- title: "Portfolio Space Overview" description: "Browse and manage project portfolios — the top-level folders that organize all projects in Mosaic." url: https://support.mosaicapp.com/en/articles/700-portfolio-space-overview collection: "Portfolio Space" updated: 2026-10-15 language: en --- # Portfolio Space Overview Browse and manage project portfolios — the top-level folders that organize all projects in Mosaic. Portfolios are file folders for your projects. When a project is imported from your ERP, an admin places it into the appropriate portfolio. How portfolios are organized varies by firm — common structures include by year, by client, by office, or by project type. Click the **Portfolios** icon in the left-side menu to open the portfolio space. ![](https://staticfiles.gleap.io/ghelparticle/LxHkiQeE1WQzWJWrsObA93yhf2UyAHKEdJyu50sHJNTcGufxRrMi5jUqAYJPdWyNx1r6bN4lP0P.png) This space works hand-in-hand with the Project space. Portfolios are the folder; projects are the contents. This is the best place to go when you want to answer questions like: - _What projects do we have active right now?_ - _How do I find a specific project quickly?_ - _Which projects are on track versus behind?_ - _How do I group projects for a specific client or department?_ - _What is the overall health of our project pipeline?_ ## What you can see in Portfolio Space ## What You See - **Portfolio list** — All portfolios your admin has created. Expand each one to see its projects. - **Project rows** — Each project listed with its name and reference number. Additional columns can be added. - **Star icon** — Appears on hover over the project name. Stars the project for your personal favorites. - **Chain link icon** — Indicates the project is linked to your ERP integration. - **Notification bell** — Appears if you are a member of the project. Lets you manage notification settings for that project. - **Comment / update field** — Leave a project-level comment that notifies all project members. ## How To Find a Project in a Portfolio 1. Click **Portfolios** in the left-side menu. 2. Click the **arrow** next to a portfolio name to expand it and see its projects. 3. Alternatively, use the **magnifying glass search bar** in the top-right of the portfolio page to search by project name or number. 4. Click the project name to open its project space.Portfolios ## Portfolio Structure A portfolio is a named collection of projects. Portfolios are created by admins and project managers to group related work. ![](https://staticfiles.gleap.io/ghelparticle/u1iuYCsLaMvW5ZaaSTQdhbaw5fXfTGZoPR6h7MivVknSbYYoESjdeCBGYRrrr9c5NhJlXX2Wc9E.png) - **Reorder your List** — Drag and drop frequently used portfolios to the top of your list for quick access. This list order will - **Filter within a portfolio** — Search, sort, and filter by project name, number, status, or other attributes to find what you need within a portfolio. Selecting the three dot icon also allows you to edit Portolfio information; such as chaning its detail, managing members, or setting the Porfolio’s color (which will affect the projects colors as well). ![](https://staticfiles.gleap.io/ghelparticle/VelOTDAZK4D1Gl7G0nuxrfxknvlZUStbBjnMszvUjc9WQDpWtczbH7oz16p743B1jn6yH8AdqaU.png) > **Info:** _You can change a Portfolios access level by selecting ‘Privacy Settings’ and turning the Portfolio from Public Access to Private Access. This reduces visibility to only the members of the Portfolio._ * * * ## Project Rows and Column Views Each project in the portfolio view appears as a row with key summary information. Depending on your access level (typically as a Admin or Portfolio Manager), you can use the + button to decide which columns the portfolio calls for, and in which order they should appear. ### How To Add Columns to the Portfolio View 1. With a portfolio open, look for the **column settings** control at the top right of the project listing. 2. Toggle columns on to display: status, stage, priority flag, member count, task progress, notes, client name, and project ID. 3. Columns can be reordered or hidden to match your team's preference. 4. Click a column header to **sort** by that field. ![](https://staticfiles.gleap.io/ghelparticle/utDWudUZHkKCUdnFVUebv18NUuTA1mp2oO56fO3bUKDfZ08Z5e3aFuoeFzBDpy5eqb0sM7WzzAa.png) The Columns available in each Portfolio are: - **Project Name -** Lists Project Name (as well as Client and Reference Number). _This is the only column that cannot be moved in column order._ - **Tasks** - Opens up the Projects Task Tab in the Project Space - **Client** - Shows Client associated to Project. For some ERP’s, this is something that can be synced over. If not, the Client can be manually set using this column - which opens up the Project Info Modal - **Notes** - Opens up the Projects Note Tab in the Project Space - **Members** - Shows list of all members in Project. Additional members can be added here by selecting the + member icon. Additionally, selecting the members access allows you to change access level per project (Set as Project Manager, Can Edit, View Only, or Remove from Project) - **Status** - This is a customizable field in each Portfolio, allows you to set a Project to a specific Status. Editing or Adding statuses can be done by selecting the bottom ‘Add/ Edit Status’ button: ![](https://staticfiles.gleap.io/ghelparticle/VdKxAKhv0iKq5VttcvgvAwjxOeF3BXAjtVmi5QXLEOVMsWbg3diL3wi1ZdxSESJXW9RRyOOklIl.png) - **Stage** - This is a customizable field in each Portfolio, allows you to set a Project to a specific Stage. Editing or Adding stages can be done by selecting the bottom ‘Add/ Edit Stage’ button: ![](https://staticfiles.gleap.io/ghelparticle/o9koS2OkeCjAcSMwhaJvDuTbJyoBFEjKUxBQE1Yn76tXdWHjuKHJygSjeKAeLfUMTU1RtkzBz6a.png) - **Priority** - Shows the projects currently set priority. Projects can be High, Medium, Low or No Priority. This is a attribute that be filtered in other spaces (such as Planner or Reports) as well, as the priority sticks to the project. - **Task Progress** - Shows a green progress bar of tasks as they are completed throughout the scheduled project. - **Project ID** - Shows Project Number associated to Project. For some ERP’s, this is something that can be synced over. If not, the Number can be manually set using this column - which opens up the Project Info Modal - **Updates** - Opens the Update modal, which shows project activity - such as members being added or removed, projects being imported, projects being moved to different portfolios. Additionally, the modal allows a update to be added in as comment - which is then pushed as a notification to all projects members. ### How To Leave a Project-Level Update 1. Click the **comment icon** column or the comment field inside the project row. 2. Type your update. All current members of the project will receive a notification. 3. Use this for client updates, status changes, or any note the whole project team needs to see. * * * ## Searching and Sorting Projects - **Search by name or number** — Type a project name or project number to find a project quickly using the magnifying glass in the top-right page corner. Project numbers are particularly useful for teams with large project lists. - **Sort by Columns** — Using the shown columns, sort as needed to change the list of projects - Drag and Drop — Using the 3 line button, drag and drop your projects into desired order ![](https://staticfiles.gleap.io/ghelparticle/QXc4acgQgux6xQfsRLgsy2IXRhGSynnyagE6SOg7LZgx8uQD63eKhns2jkySZ7q8TOO4wI51Dpd.png) ## Project Membership from Portfolios If you hover over a project name and see a **"Join project"** prompt, you are not yet a member. You can join manually, or you will be automatically added when time entries or work plans are created for you on that project. ## Tips - **Use search instead of scrolling** — For organizations with many projects, searching by project number is the fastest way to navigate - **Add columns before team meetings** — Turn on status and priority columns when using the portfolio view in a project review meeting so the team can see key info without clicking into each project - **Starred projects appear in the Projects sidebar** — You do not need to navigate back to the portfolio every time; starred projects are one click away from any space ## Related Articles - [Project Structure & Hierarchy](#project-structure-and-hierarchy-1) - [Projects](#projects-1) - [Home Space Widgets](#home-space-widgets-1)