If you are managing multiple projects, you can use our Portfolio feature to get an eagle eye view of the progress across all your projects. To use our Portfolio View, you must have it added to your subscription by LB Geniebelt.
How to create a Portfolio
Create a new project and name it something to represent the portfolio you are building.
Select +Add a task to create a new programme
Click on the hammer and select Linked Project. Select the project you would like to view within your portfolio.
Repeat this process for all the projects you would like to view.
Lastly, remove the original task that was made in the beginning.
If you would like to create layers within your portfolio view, simply create a separate project and link the other portfolio projects, which contain the linked projects.
Automated portfolio view
Our support team can help you create an automated portfolio view with all your projects. If you add new projects to your company, these will automatically be added to your portfolio view. You can then manually choose to remove the projects you do not want in the view.
This setup must be done by our support. Please reach out to us, if you want us to set it up for you.