A portfolio carries its own owner, status, budget and objective, and sits above its projects rather than beside them. Add a manager who can edit it, or a member who only gets read access to its projects, without touching what either of them can do anywhere else in the workspace.
Free for up to 5 users. Pro free for 30 days. No card.
Why this exists
What it does
Every portfolio belongs to one company, and carries an owner, a status, a start and end date, a budget and an objective, so "Q3 Growth Initiatives" is a real record rather than a label typed onto a handful of projects.
Its project count, how many are active, and the average progress across all of them are computed live the moment you open a portfolio, not maintained by hand in a second document.
A company manager can create and edit portfolios under the companies they manage, without being an org admin. Add a portfolio member as manager for edit access or member for read-only access to its projects, and neither reaches anything outside that one portfolio.
Rename a portfolio or change its description right on the list or its own detail page, in cards or list view, with the same click-to-edit pattern the rest of WorkBOS uses.
The honest part
The part you would otherwise find out in week three. If one of these is central to how you work, raise it before you buy rather than after.
Questions
Nothing. Portfolios are the top level in WorkBOS’s hierarchy, above Project, under Company. There is no cross-company programme view or a group of portfolios above this one.
No, not yet. It is a number you set on the portfolio; invoices, bills and the ledger do not total against it automatically, so treat it as a target you compare by hand rather than a live burn-down.
Yes. Add them to the portfolio as a member for read access to its projects, or a manager if they should also edit it. Neither widens what they can do anywhere outside that portfolio.
Pro and above. On the Free plan a project can still link to a company; there is simply no portfolio layer to group several of them under until you upgrade.
The full product documentation for this module is at /docs/hierarchy.
Read next
Every plan
Pro and up
Every module is in the same workspace, so nothing needs connecting to anything.
Free for up to 5 users. Pro free for 30 days. No card.