2026-3

Project Management Context

The Portfolio Gantt is a high-level, read-only timeline for portfolios that displays programs and projects in a single executive view, enabling leadership teams to understand portfolio progress, timing, and delivery status in one place. It is primarily designed for executives, PMOs and Portfolio Managers who need a high-level view of delivery across multiple programs and projects.

During leadership meetings, executives can get a quick understanding of what programs and projects are active, when they are expected to complete, and where delays may be emerging.

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Access the Portfolio Gantt

1. Navigate to the Gantt tab within a portfolio.
2. The Gantt tab displays program and project level ‘tasks’ indicating current status.

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Columns

• Name
• Current Start
• Current Finish
• Status
• % Complete

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Gantt Toolbar

Toolbar Actions

• The Expand All action expands all Program and Project hierarchy levels.
• The Collapse All action collapses all expandable hierarchy levels.
• The Refresh action reloads the Portfolio Gantt data.
• The Zoom In action increases timeline granularity.
• The Zoom Out action decreases timeline granularity.
• The Expand View action opens the expanded Gantt view.

Zoom To Fit

Zoom To Fit allows you to see more of your entire portfolio at once.

• The initial timeline zoom level automatically fits the entire portfolio date range within the visible timeline.
• The earliest Program/Project start date is visible on initial load.
• The latest Program/Project finish date is visible on initial load.

Expand View

Standard View Mode

Set within a tab that is displayed among the rest of the solution elements.

Expanded View Mode

A larger pop-out view.

• To enter Expanded view mode, click the Expand View icon
• To exit Expanded view mode, click the Close icon

Full Screen View Mode

An even larger view that covers the boundaries of the solution.

• To enter Full Screen view mode, from the Expanded View noted above, click the full screen mode icon
• To enter back into Expanded view mode, click the Exit full screen mode icon 
• To enter back into Standard view mode, click the Close icon 

Filter By

The Filter By action opens filtering options and updates displayed records accordingly.

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Splitter

• The splitter can be dragged to resize the grid and timeline sections.

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Column Filtering

• Column filtering can be applied to displayed grid columns.
• Filtered results update immediately after a filter is applied.
• Clearing a filter restores the full result set.