Open a Project Portfolio in 10 Minutes

Goal: Several projects are opened together in a portfolio view. You get an overview of all projects and their resource utilization.

What is a project portfolio? A project portfolio combines several projects that use the same resource pool. It supports cross-project resource planning and capacity analysis.

Prerequisites: At least two saved project files are available and use the same resource pool.

Step 1: Create a New Project Portfolio

  1. Select File > Open new project portfolio. The Portfolio Project selection dialog appears.

Portfolio project selection

  1. Click Add Folder.

  2. Select the folder containing your project files and click OK.

  3. Select the projects that should be included in the portfolio.

Note

Only projects that share a common resource pool can be analyzed together in a portfolio. Projects with different resource pools are marked in the selection dialog.

Projects with resource pool differences Select projects for a portfolio

  1. Click OK.

Step 2: Use Portfolio Views

In an open portfolio, many views are available in the same way as in an individual project.

  1. Use the Gantt chart to see tasks from all included projects on the time axis.

  2. Use Capacity balancing employees to check employee utilization across projects.

  3. Use the Roles view to evaluate qualification-based demand across projects.

Project portfolio overview

Step 3: Save the Portfolio

  1. Select File > Save.

  2. Choose a location and file name for the portfolio file.

  3. Click Save.

The portfolio is saved as its own file and can be reopened later.

Result

The projects are combined in one portfolio. You can see cross-project resource utilization and identify bottlenecks before they become critical.

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