The Portfolio / Forecast view

The Projects view (previously Portfolio / Forecast) shows every project on one page, so you can see where each one stands and which ones need attention.

Columns

• Project — name and client, with Open in Timeline.

• Phase now — e.g. Starts Oct 17 with Design.

• Progress — e.g. 6 of 48 done.

• Next milestone — and its date.

• Deadline

• Needs attention — e.g. 4 overdue, 3 waiting on a late product, or On track.

• Project manager and Team.

Use Sort by (e.g. Deadline) to order the list.

Forecasting

• For a month-by-month roadmap across projects, open the Timeline with no project selected and set the scale to Months or Years.

• The Timeline's "You can start your next project…" tip and its Why? link forecast when you have room for new work.

• For people, use Workload. See The Utilization view.

Related articles

• The Gantt (Timeline) view

• The Utilization view (capacity planning)