Portfolios

1. Click Create at the top of the sidebar.
2. Choose Portfolio from the dropdown.
3. In the Create New Portfolio dialog, type a name and click Confirm.

The new portfolio appears in the sidebar and becomes the active one. Open it before adding anything and you see a folder icon with the heading Empty Portfolio, because projects are added from the sidebar rather than from inside the portfolio.

On the free Team Member plan, as a guest, and for a Project Coordinator who already owns 3 portfolios, Portfolio in the Create menu is grayed out. It shows no rocket icon and opens no upgrade dialog. The Portfolio limit reached message appears only if you type a new portfolio name in Manage Portfolio or Duplicate while you are at your limit. A guest who types a new name in Manage Portfolio sees Portfolios need a free account instead, with the line "Sign up to use portfolios."

There is no add button inside the portfolio itself. Use one of these routes:

• Right-click a project in the sidebar (or click the three dots next to its name) and choose Manage Portfolio.... In the Manage Portfolio dialog, pick a portfolio from the list or create a new one, then click Confirm. The dialog moves one project at a time.
• Drag a project onto a portfolio group in the sidebar to drop it in.

A new project never joins the open portfolio by itself. A blank project, an AI plan, or a file imported from Excel, CSV or Microsoft Project lands in the Projects group at the top of the sidebar; file it with one of the routes above. Two exceptions keep a portfolio from the source: a project you copy with Duplicate goes into the same portfolio as the original (a completed project’s copy waits under Completed Projects), and a restored .gwise backup returns to the portfolio named in the file.

To take a project back out, open the same Manage Portfolio... dialog and click Remove from Portfolio. The project returns to the top level of your sidebar; nothing about the project itself changes.

Completing a project takes it off the portfolio’s timeline, out of its List view, and out of its group in the sidebar. The project still belongs to the portfolio, so restoring it from Completed Projects puts it straight back. A portfolio whose projects are all completed stays in the sidebar and opens as Empty Portfolio.

The sidebar lists only the active projects under a portfolio, and none at all while the portfolio is collapsed. So the number of projects you see under a portfolio is not always everything in it: completed ones wait under Completed Projects.

Open a portfolio to see all of its projects on one timeline. Each project is a single aggregated bar spanning from its earliest task to its latest, with a duration in working days and a progress figure rolled up from its tasks. Double click a row to open that project.

• Switch between Gantt and List in the top control bar. The List side shows the same projects as a table.
• The portfolio timeline opens in the Current Month range. Range options work the same way as in a project; see views and navigation.
• The portfolio view is for viewing only. You cannot edit tasks here, and asking the AI to make changes prompts you to open an individual project first.
• The Gantt side draws no baseline bars and no resource assignments. Those live inside each project; see baselines and variance.

The List side is a table with the columns Project Name, Start Date, End Date, Progress and Baseline Status. Click any of the first four headings to sort by it, and click again to reverse the order. The table starts sorted by start date, earliest first. A single click on a row opens that project.

Baseline Status compares each project’s end date with the end date of its baseline. It reads On track when they match, Nd ahead or Nd slipped when they differ (for example 3d slipped), and No baseline when the project has none. Days are counted Monday to Friday, ignoring holidays and the project’s own work week, so two end dates a weekend apart can read 0d slipped.

Dates in the portfolio, in both the List and the Gantt tooltips, use the Date Format of the project you last had open. If you have not opened a project yet, they use the default format, for example 05 Mar 2026. See settings for the Date Format.

Right-click a portfolio and choose Share Portfolio... to invite someone to everything inside it. Ganttastic shares every project in the portfolio that you own with that person, at the role you pick. Roles work the same as sharing a single project; see share and collaborate.

• Only projects you own are included, completed ones too. Projects someone else owns stay untouched.
• The person needs a Ganttastic account already. Sharing a portfolio sends no invitation email: an address with no account gets a User not found message. To invite someone new, share a single project with them, which offers a pending invitation.
• A portfolio has no public link. Public links are made one project at a time.
• The share happens at that moment. Projects you add to the portfolio later are not shared automatically, so share the portfolio again after adding them.

Portfolios that others share with you appear under Shared With Me in the sidebar. Right-click one there to find Leave Portfolio.

Drag portfolios up and down the sidebar to reorder them; the order is saved to your profile. Right-click a portfolio (or click its three dots) for Rename, Duplicate, Share Portfolio..., and Delete.

Duplicate opens a dialog with a New Portfolio Name field (prefilled with the old name plus a Copy suffix) and a Projects to Duplicate checklist with every project checked. Click Duplicate Portfolio to create the new portfolio with copies of the checked projects. The originals stay where they are.

• Each copy keeps its project’s original name; only the portfolio gets the new name. Copies are shared with nobody, and a completed project’s copy is completed too.
• Copies keep their tasks’ baseline dates but start without a visible baseline; see capture a baseline.
• Before it copies anything, Duplicate checks your active project limit, your completed project limit and your portfolio limit. If the copies would take you past any of them, nothing is created and a message names the limit.
• If the new name is a portfolio you already own, the copies join it and no new portfolio is made.

Renaming works the same way. If you rename a portfolio to the name of another portfolio you have, the two merge into one, and you split them again only by moving projects back one at a time, with Manage Portfolio... or by dragging.

Deleting a portfolio can be as safe or as destructive as you make it, so read the dialog carefully.

1. Right-click the portfolio and choose Delete.
2. The dialog lists every project in the portfolio with a checkbox next to each. Nothing is checked to start.
3. Leave a project unchecked to keep it. It stays in your account and simply leaves the portfolio.
4. Check a project only if you want it permanently deleted along with the grouping.
5. Type delete in the confirmation box, then click Delete Portfolio & Projects.