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.
Access the Portfolio Gantt
- Navigate to the Gantt tab within a portfolio.
- The Gantt tab displays program and project level ‘tasks’ indicating current status.
Columns
- Name
- Current Start
- Current Finish
- Status
- % Complete
Gantt Toolbar
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.
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.
- The Filter By action opens filtering options and updates displayed records accordingly.
Splitter
- The splitter can be dragged to resize the grid and timeline sections.
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.
