Portfolios Are Now Out of Beta
After four months in beta, Portfolios is now available to all Projenta plans. Get a single view of every project's status, health, and progress — without opening each one individually.
Portfolios: out of beta, available to all
We launched Portfolios in beta last September to give project leads and department heads a way to track multiple projects without living in each one. After four months of real-world use, customer feedback, and several meaningful iterations, Portfolios is now generally available on all paid Projenta plans.
What Portfolios gives you
A Portfolio is a curated group of projects displayed in a single view. You choose which projects belong, and Portfolios surfaces status, overall health (on track / at risk / off track), completion percentage, key dates, and owner — all in one place. No more opening six projects to do your Monday morning check-in.
The view is configurable. You can sort by health, due date, or project lead. Filter to a subset of projects when a portfolio grows large. And because Portfolios pulls live data from each project, what you see is always current — no manual updates, no stale spreadsheets.
What changed from beta
The biggest change based on beta feedback: health status is now calculated automatically by default, not just manually set. Projenta looks at task completion rate, overdue task count, and milestone status to derive a health signal. You can override it at any time — sometimes context matters more than the numbers — but the automatic baseline means portfolios stay accurate even when project leads forget to update their status.
We also added a timeline row to the portfolio table, showing each project's start and end date relative to today. It's not a full Gantt, but it gives you enough temporal context to spot scheduling conflicts across projects at a glance.
How to set up your first portfolio
Go to Portfolios in the left nav and click New Portfolio. Give it a name, then add projects from your workspace. Projects can belong to multiple portfolios — useful if you want one portfolio per department and another that cuts across the whole company. Permissions follow the underlying projects, so people only see what they already have access to.
Portfolios is included in the Pro and Business plans. Teams on the Starter plan can view portfolios they've been added to but cannot create new ones.