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A Bird’s-Eye View of Project Health

An Essential Tool for Every Project Manager

Portfolio View is the place to see all your projects in a list-like format. You can sort them by standard or customized project filters, see high-level project metrics and insights, task group information, and surface various fields from the project as columns that can be added or removed. You even have the option to export a project or projects in various file formats for easy sharing.

Available with

Standard, Premium

Plans

Portfolio View

Accessing Important Project Insights Has Never Been Easier

With Portfolio View, project managers can visualize a variety of data for multiple projects simultaneously, as well as define and sort by specific criteria.

Your Entire Project Portfolio at a Glance

Overall progress of all projects in the portfolio

Projects by category, such as all in-flight projects, or projects for a specific department

Task group data of specified projects

Project metrics and summarized insights

One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!

Melanie Duke

Director of Business Process Development at TurnKey Marketing

TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.

Marissa Lambrecht

Operations Team Lead at Appluent

TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.

Heather Shafland

Business Process Manager at CyberPower Systems USA, Inc.

Frequently Asked Questions

What exactly is the Portfolio View — does it allow viewing multiple projects at once?

Portfolio View provides a high-level overview of multiple projects in one place. It allows teams and leaders to track progress, priorities, and overall status across all projects at the same time.

Can I group or filter projects by division, status, priority, or strategic objective?

Yes, Portfolio View lets you group and filter projects by factors like division, status, priority, or strategic goal. This makes it easy to focus on what matters most and compare projects at a glance.

Does the Portfolio View support scenario planning or what‑if analyses?

Yes, Portfolio View supports scenario planning by letting you evaluate different project priorities and timelines. This helps teams explore “what-if” situations and make more informed planning decisions before committing resources.

Is resource allocation visible at the portfolio level to identify overloads or unused capacity?

Yes, Portfolio View shows resource allocation across projects, making it easier to spot overloads or unused capacity. This visibility helps teams balance workloads and adjust plans before issues arise.

View, Sort, and Customize Your Entire Project Portfolio in Just a Few Clicks

Best for

Project Managers

Executives

Stay Organized

With health and insights for every project all in one place, you’ll know the status of every task under your command

Identify Needs & Set Priorities

Visualize crucial project data and metrics using project filters, allowing for quick action or course-correction whenever necessary

Customize to Fit Your Needs

Define custom project filters to easily sort and track by categories relevant to job function or other parameters, such as stalled projects or those nearing their due date

Share Updates with Project Stakeholders

Pass along important information to customers and other non-TaskRay users with a single click

Relevant Resources

Key TaskRay Features for Project Managers

Congratulations! You are the proud owner of a brand new TaskRay Project. Take a second to enjoy this moment, because soon enough, it will be time to get to work.

How to Measure Project Success in TaskRay: Dashboards, Reports & More!

How does your organization measure success for your onboarding, implementation, or installation? In this post I will share how we manage our onboarding program using Salesforce and TaskRay to give you some ideas on how to manage yours.