Standardize, track, and launch projects with Advanced Portfolios

November 3, 2026

You can now use Advanced Portfolios to publish updates across your projects, pull live project data into portfolio reporting with Linked Summary fields and the Portfolio Summary sheet. You can also launch new programs from templates with repeatable provisioning and duplicate portfolios. There's no longer a need to update projects one by one, you can consolidate portfolio data from spreadsheets, or set up new initiatives from scratch.

For more information, see Advanced Portfolios.

Environment Availability: Commercial US, Commercial EU, Commercial AU
Plan Availability: Enterprise, Advanced Work Management
Subscription Model Availability: Legacy model and User model