---
key: work-on-a-portfolio
title: Work on a portfolio
audience: staff
section: projects-tasks
routes: ["/work/portfolios/:uid/:tab?/:itemUid?", "/work/portfolios/:uid/edit"]
permissions: ["work.portfolios.read"]
features: ["work.portfolios"]
since: 0.0.1
updated: 0.0.1
status: published
summary: What a portfolio's page shows, how to follow the projects in it, how to edit or archive it, and every action in its Actions menu.
keywords: [portfolio page, program of work, group of projects, rollout, portfolio projects, edit portfolio]
related: [find-your-way-around-a-record, create-a-portfolio, work-on-a-project, create-a-project]
---

In the sidebar, open **Projects & Tasks**, then **Portfolios**, and open a portfolio from the list. The page address is `/work/portfolios/` followed by the portfolio and the tab you are on. It is laid out like every record page (see [[find-your-way-around-a-record]]).

## What you see

- The summary strip: how many **Projects**, **Tasks** and **Work Orders** the portfolio holds, and when it was **Updated**.
- The details panel on the left:
  - **Portfolio details**: the **Portfolio Number**, **Status**, when it was **Created**, **Updated** and **Archived**, and its **Branch**.
  - **Projects**: the first few projects in the portfolio.
  - **Delivery rollup**: **Active projects**, **Completed projects**, **Tasks** and **Work orders** across all of them.
  - **Additional details**: your organization's own fields.

## The tabs

- **Overview**: the **Portfolio brief**, the **Coverage snapshot** (**Projects included**, **Active projects**, **Completed projects**, **Linked work orders**) and shortcuts to the other tabs.
- **Projects**: every project in the portfolio with its **Status** and **Timeline**. Press a name to open the project. **Manage project columns** adds columns such as **Created** or **Updated**. More projects load as you scroll.
- **Notes**, **Files** and **Access** ([[add-a-note-to-a-record]], [[attach-a-file-to-a-record]], [[keep-access-details-on-a-record]]).
- **Activity**: everything that happened on the portfolio ([[read-a-record-activity-history]]).

A project joins a portfolio from the project itself: pick the portfolio in the project's **Portfolio** field ([[create-a-project]]).

## The Actions menu

- **Back to portfolios**, **Add note** and **Upload file**.
- **Edit portfolio** opens `/work/portfolios/` followed by the portfolio and `/edit`. Change the **Name**, the **Portfolio** number (unless it is locked) and the **Description**, then press **Save**. Nova takes you back to the portfolio.
- **Save as template** saves the portfolio and its structure as a portfolio template.
- **Customize tabs** ([[customize-tabs-on-one-record]]).
- **Archive portfolio**, last and in red. **Archive this portfolio?** asks for a reason if your organization wants one. An archived portfolio shows **Restore portfolio** at the top of the menu.

## If something looks different

- **Edit portfolio** or **Archive portfolio** is missing: your role cannot update or archive portfolios.
- **Save as template** is missing: portfolio templates are off, or your role cannot create them.
- **Manage project columns** is missing: your role cannot change table columns.