Portfolio at scale lets you manage projects at large volumes without sacrificing visibility or performance. This article covers how to create a portfolio at scale, add projects, work with rollup columns, and understand current limitations.

What is portfolio at scale?

Portfolio at scale is a high-performance version of the portfolio, built for PMOs and portfolio managers overseeing large numbers of projects. It supports significantly larger project volumes while maintaining aggregated, filterable data across your entire portfolio.

Create a portfolio

1Select the + icon from the left pane, navigate to Project management, and choose Portfolio.

2Give your portfolio a descriptive name, choose a privacy setting (Main or Private), then select Create.

Your portfolio opens ready for you to start adding projects.

Add projects to your portfolio

To add a project, select Add project from the top of your portfolio. You can either connect existing projects from your account or create a new one directly from here.

Reportability permissions

Reportability permissions control whether a project can be connected to a portfolio, separately from who can access the project's underlying board. This means the dashboard and portfolio numbers stay consistent for everyone who can see them, rather than changing based on each person's project permissions.

As a project owner, you can mark your project as reportable so that portfolio owners can:

• Add the project to a portfolio
• Include the project in an all-projects dashboard
• Roll up the project's data into portfolio-level numbers

To turn this on, open the project's permissions settings, click on the General tab, and select Allow connecting to portfolio and/or scale reports.

You can grant reportability to a role, such as all project viewers or all project editors, rather than to individual people. Anyone in that role can then add the project to a portfolio.

Rollup columns

Rollup columns display aggregated data from your connected projects at the portfolio level. Your portfolio includes built-in rollup columns, such as Project Status and Project Timeline, that are already set up to pull data from connected projects. You can customize how each rollup column pulls data from your projects, and add new ones as needed.

The following column types are supported:

• Status
• Number
• Timeline
• Date

Customize a rollup column

1Open the column's three-dot menu, select Settings, then select Customize Rollup column.

2From the Roll up data from connected projects dropdown, choose the column type you want the rollup column to display across all connected projects.

If the column you need isn't in the dropdown, select Map rollup columns. This opens the Mapping columns tab, where you can match each connected project's column to the rollup column.

3To add a new rollup column, select + New, choose the column type, complete the mapping for each connected project, then select Save changes.

Current limitations

The following features are not yet supported:

• Automations on rollups
• Portfolio Snapshot
• Portfolio Workload
• Risks insights
• All Projects Dashboard: Gantt, Workload, Calendar, Timeline
• API access and marketplace
• Mobile access

FAQs

How many projects can I add to a portfolio at scale?

You can connect up to 5,000 projects per portfolio, with up to 5M items across the portfolio and up to 5K tasks per project.

Can all team members see the same portfolio data regardless of their board permissions?

Yes. Portfolio reporting is identical for all members, regardless of their permissions on the individual project boards connected to the portfolio.

What happens if the column I need isn't available when adding a rollup column?

Select Map rollup columns at the bottom of the dropdown. This opens the Mapping columns tab, where you can manually match the relevant column from each connected project to the rollup column you want to create.

How often is portfolio at scale data refreshed?

Portfolio data is refreshed on load and updated within 15 minutes.