AtlasWork, planned itself.

    The AI-native, all-in-one work platform. Tasks, projects, CRM, contracts, and analytics in one calm workspace.

    System status
    • SSO
    • SCIM
    • Two-factor sign-in
    • Audit log

    Product

    • Overview
    • PDF tools
    • Diagram tools
    • People & HR
    • Integrations
    • Marketplace
    • Pricing

    Resources

    • Guides
    • Glossary
    • Compare
    • Docs
    • API reference
    • Support
    • Changelog
    • Status

    Company

    • About
    • Careers
    • Press
    • Contact

    Legal & trust

    • Trust center
    • Security
    • Privacy
    • Terms
    • DPA
    • GDPR
    • SLA
    • Refunds
    • Google API data
    Atlas, a product by wrxstack.com·© 2026 wrxstack·All rights reserved
    PrivacyTermsSecurityStatus

    You are in control of your cookies

    Atlas uses strictly necessary cookies to keep you signed in. With your consent, we add anonymized product analytics, conversion attribution, and remembered preferences. Change your mind any time at /privacy/cookies.

    Off until you agree · Change it any time

    • Necessaryalways on
    • Analyticsopt-in
    • Marketingopt-in
    • Preferencesopt-in
    Skip to documentation
    Docs
    Back to Atlas

    Start here

    • Overview

    Developer

    • REST API guide
    • Authentication
    • API reference
    • MCP (AI agents)
    • MCP tools reference
    • SDKs
    • Quick actions
    • Changelog

    Webhooks

    • Overview
    • Quickstart
    • Events
    • Payloads and headers
    • Security and signing
    • Delivery and retries
    • Managing via API

    Connect

    • Connectors
    • Integrations

    Product

    • Collaboration and chat
    • Signing in and security
    • Client portal

    Reference

    • Glossary
    • Keyboard shortcuts
    • Module reference
    Module reference

    Module guide

    Portfolios

    Group projects under a parent and roll up status, progress, and risk.

    Open module/portfolios
    planningreporting

    Overview

    Portfolios are containers for projects. They roll up project-level metrics (completion %, on-time rate, and open risk count) into a single dashboard for leadership review. A project can belong to one portfolio at a time.

    Highlights

    The capabilities worth knowing before you dive in.

    • Drag-and-drop project assignment
    • Health rollup: ON_TRACK, AT_RISK, or OFF_TRACK, derived from project signals
    • Per-portfolio export to PDF or PPTX for status reviews
    • Filterable by owner, label, or health

    Important to know

    Limits, permissions, and sharp edges to keep in mind.

    • A project can sit in only one portfolio. Move it to switch.
    • Portfolio health is derived, so you can't set it directly. Adjust the underlying project risk and on-time rate to change the rollup.

    How to use it

    The primary workflow, start to finish.

    1. 1Open Portfolios in the sidebar.
    2. 2Click New portfolio, then set a name and owner.
    3. 3Drag projects in from the right rail, or assign them from the project header.

    FAQ

    Can a project belong to multiple portfolios?
    No. Portfolios are a strict tree. Use Labels for many-to-many tagging instead.
    Can I set a portfolio's health directly?
    No. Portfolio health is derived from the projects inside it, so it is changed by improving the underlying project risk and on-time rate rather than by overriding the number.
    How do I move a project between portfolios?
    Move it. A project sits in exactly one portfolio, so adding it to another removes it from the first rather than listing it twice.

    Automate this module

    Everything on this screen is scriptable. Drive it from the REST API, or let an AI agent run it through the MCP server.
    All modules
    Was this page helpful?

    On this page

    • Overview
    • Highlights
    • Important to know
    • How to use it
    • FAQ