Quick answers

Short answers to the questions people ask most, each linking to the guide it comes from.

What is Portfolio for?

For members

It shows what's in your pipeline, what work you're committed to, when you can start new work and when you'll get paid. See What Portfolio is for.

Why can't I see "Are We Safe?"?

For members

It only shows to people who can also see Staffing. See The Portfolio dashboard.

How do I set what counts as healthy?

For admins

In Settings › Portfolio: Healthy cover is the months of confirmed work you need, and Danger below is when it turns red. See The Portfolio dashboard.

Who's counted in capacity?

For members

Your core team only, not shift workers. Only work assigned on projects counts: Staffing events don't. See Planning capacity.

How do I plan for work before I know who'll do it?

For members

Add the role to the project's Delivery Plan without a person. Its hours show as Planned, and move to Assigned when you add someone. See Planning capacity.

Why isn't a task counted in utilisation?

For members

Tasks without a due date or an estimate aren't counted. See Planning capacity.

Where do utilisation targets come from?

For admins

The billable target on each job title in Settings › People › Job titles. See Planning capacity.

How does a bill become ready to send?

For members

Link a billing event to the tasks it depends on. When the work's done, the billing event is updated to Ready, and finance sends it and marks it Sent, then Paid. See Billing.

What can I build reports on?

For members

Projects, opportunities, contacts, products or events, as a table, a single figure or one of 18 charts. Save it to a dashboard so everyone sees the same live numbers. See Building reports.

Updated 2026-10-24