What Portfolio is for

Portfolio gives you one view of your work, from the first conversation with a customer to the final payment.

It answers four questions:

• What's in my pipeline? The opportunities you're working on, what they're worth and how likely you are to win them. See The Portfolio dashboard.

• What work are we committed to? The work you've won, and who in your core team is booked to deliver it. See Planning capacity.

• When can we start new work? When your team has hours free, week by week, up to a year ahead. See Planning capacity.

• When will we get paid? What's ready to bill, what's been sent and what's still to come. See Billing.

Portfolio builds all of this from your opportunities and projects in CRM, your team's time off, and the tasks your team completes, so there's nothing extra to keep up to date.

Updated 2026-10-24