View the Portfolio Project Summary

This article details how to view the Project Summary section, which provides a consolidated overview of all projects in a portfolio. The summary displays key financial metrics such as Actual Cost, Actual Billing, and Profit to help you quickly assess the portfolio’s performance.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Work to expand the corresponding menu.
  3. From the Work menu items, click Portfolios.
  4. Select a portfolio by clicking on it's Name.
  5. Upon the Portfolio Edit page displaying, navigate to the Projects tab.
  6. The Summary section is displayed just above the Projects List table.

    Click the Summary expand button (+)

  7. The summary displays key financial metrics such as Actual Cost, Actual Billing, and Profit to help you quickly assess the portfolio’s performance.