What is Asana Portfolios and how does it help cross-teams collaboration in your organization? This feature in Asana lets you get a bird's-eye view on your projects and teams, measure the health of key initiatives and drill down further information.
Furthermore, it streamlines reporting, creates custom dashboards, and tracks metrics like budget and time, across multiple projects. Lastly, it keeps your teammates up to date with a status update builder that gives them an overview of the project and progress in a matter of minutes.
Using Portfolio in Asana you can:
- Add work with a click: Search for existing projects and add them to your portfolio.
- Organize at scale: Label each initiative so you can sort by priority, type, and more.
- Know who’s responsible: View and assign owners for each project.
Real-time monitoring of projects
- Keep track of progress in one overview : Browse your portfolio to see which projects are on track and which require your attention.
- Analyze data at a glance: Summarize data across each project, such as time spent or budget available.
- Build custom dashboards: Get a visual representation of incomplete tasks and employee workloads so you can prevent problems before they occur.
Collaborate across teams
- Share information: Provide teammates with all the information they need in one place by inviting them to your portfolio.
- Maintain privacy: Decide which initiatives your team should be able to see and which should be kept private.
- Provide status updates: Easily share updates with your portfolio stakeholders.
Is there a difference between a portfolio and a project?
Portfolios allow you to monitor multiple projects at once. In contrast, a project is a place where you can organize tasks for a specific initiative. Portfolios contain projects, while projects contain tasks. Portfolios are higher levels, while projects are more specific. You can nest projects but you can also nest portfolios - this will allow you to track and organize work at a higher level.
Which Asana plans include portfolios?
Portfolios are available for all Advanced, Enterprise, and Enterprise+ customers. Learn about pricing, or try Asana Advanced for free for 30 days, no credit card required.