Introduction
USM Content
Portfolios give you a centralized workspace to standardize how you create and manage projects. Define a project template once, and use it to spin up new projects.
Each project has its own workspace containing the sheets, dashboards, reports, and other items your team needs. Track every project's status, activate new ones, and manage your work from one place.
Each portfolio comes with a built-in project list for intake and tracking, a standard template to get you started quickly, and portfolio-level dashboards that surface insights like budget status and project breakdowns across your work.
Portfolios are available on Enterprise plans only.