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What are the portfolio views?
What are the portfolio views?

What portfolio views are available? How do I work with portfolio views?

Meltem Akarsu avatar
Written by Meltem Akarsu
Updated over a week ago

In this article you will learn:

What are the portfolio views

The Allex portfolio contains all of an organization's existing projects. The views in the portfolio allow different views of the projects and, in addition to extensive information, offer specific options for editing, coordinating and/or harmonizing the projects. The projects can be analyzed and evaluated and their priority can be readjusted if necessary.

There are 3 views in the portfolio. In this article, you will learn about these views and the resulting editing options:

  • List view

  • Timeline view

  • Reporting view

The views are displayed by clicking on their tab.


  • A maximum of 400 projects are displayed in each view in the portfolio. However, you can filter the lists of projects. In this way, you can always display the projects that are relevant to you. For detailed information on searching and filtering in a portfolio view, see: How can I search and filter for tasks and projects?.

  • In the portfolio views, projects with the status Canceled and/or Done are not displayed by dedfault. You can still display these projects using the filter functionality.

  • Set filters are applied to all 3 views and only the projects that match the filter criteria are then displayed.

What is the List view

The List view is the default view in the portfolio. When you invoke the portfolio in the navigation bar, this list is displayed. It contains the active projects of an organization.

For detailed editing options in the project list, see: How do I work with lists in Allex?.

What is the Timeline view

To display the Timeline view, click on the Timeline tab.

In this view you can:

  • Visualize the team and role workload in the projects

  • Stagger projects

  • Highlight roles

  • Sort projects by selected roles

Based on the workload values, you can align the projects so that the workload is as even as possible.

Detailed information on team and role workload in the projects can be found in the article How can I view my team and role workload?.

What is the Reporting view

To display the Reporting view, click on the Reporting tab.

This view shows the status of the projects with planned buffers.

  • Active Projects - These include projects with the following states:

    • Planned

    • In progress

    • Not set

    • On hold

  • Delayed Projects - This field shows the number of projects whose due date has been exceeded.

  • Completed Projects - Completed and canceled projects are not shown in the portfolio. However, it is possible to filter by these. The filtered projects are displayed in the list and their number in this field.

  • Projects in Portfolio - Number of projects in the portfolio.
    If you apply a filter, only the number of filtered projects is displayed.

  • Project list - Only projects that are planned with buffers are displayed in this list. Their number may therefore differ from the number in the Projects in Portfolio field.

  • Project health chart - The status of projects that are planned with buffers is displayed here. The status that was current at the time reporting was invoked is displayed. It is therefore a snapshot because the data displayed in the Project health chart is not saved. If you open reporting at a later point in time, the status valid at that time is displayed.

Project health chart

The Project health chart provides information on the buffer consumption of the projects and the project progress on the critical path:

The black dots each represent a project.

Buffer consumption is shown on the y-axis and progress on the critical path is shown on the x-axis.

  • The projects in the green region are progressing as planned.

  • The projects in the light green region use less buffer than planned.

  • Projects in the red region use more buffer than planned and at the same time progess more slowly along the critical path.

  • The projects in the dark red region are delayed.

Interaction between project list and Project health chart

In the Reporting view, the projects in the list are linked to the display of the Project health chart.

  • If you place the mouse over a project in the Project health chart, an information window opens in which the key details of the project are displayed.

  • If you move the mouse over a project in the list, the project is highlighted in the Project health chart. This allows you to quickly see how the project's buffer consumption is and how it is progressing on the critical path.


Often questions about "What are the portfolio views?" come along with questions about:

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