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Getting Started
👋 Your first day with Nodes & Links!👥 Users and Projects Management System🧰 Managing your projectExcluding activities from calculationsN&L Workspaces
Navigating the platform
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AI QSRA
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Portfolio
Accessing Portfolio & the Overview screenPortfolio TimelinePortfolio ProjectsPortfolio StructurePortfolio AI Training
Advanced
Carbon footprint Negative Float Modelling uncertaintyCritical and near-critical pathsComputing risk driversHealth Checks in detailMulti-Factor Authentication (MFA)Risk Events ScoresSingle Sign-On (SSO)Handling Calendar Issues in XER Files
Releases
Release 138 – Portfolio Visibility and Risk in One SweepRelease 136 – Smarter Comparisons and Portfolio ControlRelease 134 – API Access and Risk Screen UpgradesRelease 129 – Calendar Insights and Report ScalingRelease 128 – Calculate Critical Path Your WayRelease 127 – Pre & Post-Mitigation Is Now Live!Release 125 – Gantt is here!Release 124 – Understand Delay Contributions at a GlanceRelease 123 – A Clearer Way to Understand DelaysRelease 122 – Standardize & Automate Your Reporting Workflows Release 121 – Smarter Milestone Tracking & Deeper Delay AnalysisRelease 118 – Introducing the new look of Nodes & LinksRelease 117 – A Smarter Home Screen & Risk Driver EnhancementsRelease 115 – Activity Code-Based Risk Management & Health GovernanceRelease 113 – AI Powered Health ReportsRelease 112 – Risk Analysis In MinutesRelease 111 – AI Reports 2.0Release 110 – Admin Portal UnlockedRelease 109 – User Event Logs

Portfolio Structure

Overview

The Portfolio Structure page provides a flexible and powerful way for administrators to organize and manage all projects across the account.
Initially, no structure exists — admins must create the structure manually based on their organizational needs.

 

The most complete structure is:

  •  Portfolio(s) → Program(s) → Project(s)

The structure is completely flexible. This flexibility allows organizations to mirror their actual operational hierarchies, whether simple or complex. A project can also exist directly under a portfolio, without being nested inside a program.

 

 

Key Functionalities

Creating the Structure

Admins can create new Portfolios and Programs at any time using the Create button at the top of the page.

 

Selection-Based Actions

Actions like Move and Rename become available only after selecting one or more items (projects, portfolios, or programs).
Without a selection, these action buttons remain disabled, ensuring a clean and error-free workflow.

 

Renaming Portfolios and Programs

Administrators can rename existing portfolios or programs:

  • Select the item.
  • Click the Rename button.

 

Moving Projects

Projects can be moved between portfolios, programs, or even placed directly under the account.
To move a project:

  • Select the project(s).
  • Click the Move button.
  • Choose the new destination.

 

 

Important Notes

There is no mandatory structure — you can tailor it exactly to your organizational model.

Changes to structure do not affect project data itself; they only change where the project is located within the portfolio view.

 

Excluding Projects from Portfolio Calculations

You can include or exclude portfolios, programs, projects, and project schedules from portfolio calculations.

Exclusions are configured from the Trends page by clicking the three-dot menu (top right) and selecting Exclude projects.

  • Settings are saved at the account level
  • Excluding a portfolio or program excludes everything inside it
  • New projects are included by default
  • Archived projects are ignored

These settings also determine which projects are used for Portfolio AI training.

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