All Features

All projects at a glance

Multi-project portfolio overview with grid, list, and timeline views. Track budgets, risks, and health scores across all projects at a glance.

zen-work.at/portfolio
All projects at a glance

Multi-project portfolio overview with grid, list, and timeline views. Track budgets, risks, and health scores across all projects at a glance.

3

View Modes

100%

Visibility

Live

Budget Tracking

Auto

Health Scores

Step by step

How Portfolio View Works

Strategic oversight across all your projects

1 Step 1

See the Big Picture

View all projects in grid, list, or timeline format. Filter by status, risk, or team to focus on what matters.

  • Grid, list, and Gantt views
  • Filter by status and risk level
  • Color-coded project cards
zen-work.at/projects
See the Big Picture

View all projects in grid, list, or timeline format. Filter by status, risk, or team to focus on what matters.

2 Step 2

Track Budgets & Resources

Monitor budget usage and team allocation across projects. Spot overruns before they become problems.

  • Budget vs. actual comparison
  • Team utilization overview
  • Overdue project alerts
zen-work.at/projects/1/budget
Track Budgets & Resources

Monitor budget usage and team allocation across projects. Spot overruns before they become problems.

3 Step 3

Assess Project Health

Automatic health scores based on deadlines, budgets, and progress. Take action before projects go off track.

  • Automatic health scoring
  • Risk level indicators
  • Trend analysis over time
zen-work.at/projects/1/metrics
Assess Project Health

Automatic health scores based on deadlines, budgets, and progress. Take action before projects go off track.

All features

Everything for Portfolio Management

Professional features for strategic project oversight

Grid View

Visual project cards with status, progress, budget, and team information at a glance.

List View

Sortable table view with all project details. Perfect for comparing metrics across projects.

Timeline View

Gantt-style timeline showing project durations, milestones, and dependencies.

Budget Tracking

Compare planned vs. actual budgets across all projects. Visual indicators for overruns.

Health Scores

Automatic project health assessment based on deadlines, budget usage, and task completion.

Team Utilization

See how team members are distributed across projects. Identify capacity gaps and overallocation.

Benefits

Why Portfolio Management

Stop switching between projects. See everything in one strategic view.

1

Strategic Overview

All projects at a glance with status, budget, and health. Make informed decisions without digging into details.

2

Early Risk Detection

Automatic health scores and risk indicators. Identify problems before they escalate.

3

Resource Optimization

See team allocation across projects. Balance workload and maximize capacity utilization.

A Closer Look at Portfolio View

The features that make portfolio management powerful.

Multi-View Dashboard

Switch between grid, list, and timeline views to see your projects from different angles. Each view optimized for specific decisions.

  • Grid view for visual overview
  • List view for detailed comparison
  • Timeline view for scheduling
zen-work.at/projects/1/gantt
Multi-View Dashboard

Switch between grid, list, and timeline views to see your projects from different angles. Each view optimized for specific decisions.

Automatic Health Scoring

Projects are automatically scored based on deadline proximity, budget usage, and task completion. Focus your attention where it matters most.

  • Green/Yellow/Orange/Red scoring
  • Based on real project data
  • Configurable thresholds
zen-work.at/analytics
Automatic Health Scoring

Projects are automatically scored based on deadline proximity, budget usage, and task completion. Focus your attention where it matters most.

More views

What the portfolio does beyond the overview

Four areas where portfolio data in Zen-Work goes further than a dashboard.

zen-work.at/audit-log
Who changed the portfolio?

Status changes, risk updates, re-prioritizations — all traceable in the audit log.

zen-work.at/automations
Auto-actions on status change

A project drops to "at risk"? Automation fires an escalation email to the PM or leadership.

zen-work.at/sales-processes/pipeline
Pipeline & portfolio in lockstep

New sales processes feed directly into the portfolio — capacity forecast in real time.

zen-work.at/portal/status-report
Status report in the customer portal

Clients see the project status directly in the portal — no email request, no phone update.

Use cases

Perfect for Strategic Decision Making

Whether managing 5 or 50 projects – portfolio view gives you the oversight you need.

Project Managers

Monitor all active projects, identify risks early, and make data-driven prioritization decisions.

Agencies

Track client projects side by side. Compare profitability and resource allocation at a glance.

Executives & Leadership

High-level overview of business health. Strategic insights without diving into project details.

Before vs. After

Zen-Work vs. spreadsheet / standalone PM tool

What changes when multi-project visibility no longer comes from gluing three tools together.

Worksheet / standalone PM tool
Zen-Work
Cost
Per-project extra license
Included in the plan
Views
One view, the rest is a slide deck
Grid, list & gantt built in
Health score
Maintain manually
Automatic from real data
Team load
Separate tool needed
Right in the portfolio
Forecast link
Disconnected
Pipeline & portfolio connected
Privacy
US servers
EU servers, GDPR-compliant

Ready for Strategic Project Oversight?

Start free and get the portfolio view your business deserves.