Use the Portfolio page to track multiple projects
Overview: Portfolio page
The Portfolio page lets you monitor multiple projects in one place with analytics, charts, and AI insights, which is used when you need a cross-project overview without opening each project one by one.
The feature requires the ProjectsPortfolio plugin. Selected projects are stored locally in your browser.
- Your role must allow company Portfolio setup to enable the feature. Any user can open Portfolio once it is enabled.
- You can find the menu at sidebar - Portfolio - settings icon (cog) - Choose tracked projects.
- This changes which projects appear on your Portfolio view. It does not change project data.
AI insights require the correct licence and access. Chart data depends on project content and enabled modules.
How to choose tracked projects
- Open Portfolio in the sidebar.
- Click the settings icon (cog) in the top right.
- Click Choose tracked projects and select or deselect projects.
- Use Select all or Reset if needed.
- Click Done to save.
Results: Portfolio project cards
Once configured, each project appears as a card with analytics and insights.
- Users on project - number of users
- Task status - distribution of task states
- Tasks: Burndown chart - progress over time
- Checklist approval - approval status
- AI insights - automated analysis when available
Charts load when they come into view. Missing data may show "No data" or "Analytics data could not be loaded".
Troubleshooting: Portfolio page
Problem | Cause | Solution |
|---|---|---|
Portfolio not visible in sidebar | ProjectsPortfolio plugin not enabled | Ask a Company Admin or your CxPlanner contact to enable the ProjectsPortfolio plugin |
Charts show No data | Project lacks data, or required modules are off | Check that the project has tasks or checklists and that relevant modules are enabled |
AI insights missing | Licence or access does not include AI insights | Ask your CxPlanner contact whether AI insights are included on your licence |
Project list is empty | You have no project membership, or none selected | Confirm you are added to projects, then open Choose tracked projects and select them |
Updated on: 07/26/2026
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