Portfolio & Planning Hub

Projects, tracking, milestones and budgets across your portfolio in one consolidated screen.

Overview

Portfolio & Planning Hub is the top-level, portfolio-wide view of Project Management — where you see and plan across all projects at once, rather than working inside a single project’s board. It consolidates four sub-screens — Projects, Tracking, Milestones & Releases, and Budget & Timesheets — into a single page with an internal sub-navigation list. Selecting an item on the left renders that sub-screen’s content inline in the same page, without a full navigation away from the hub.

It is one of the five hubs that make up Project Management’s Hub view mode, alongside Execution & Workflow, Risk & Quality Control, Design & Collaboration, and Analytics. Portfolio & Planning Hub does not introduce any new project logic of its own — its two live sub-screens render the exact same components used by their standalone Grid View screens, and the two not-yet-live sub-screens are navigation placeholders reserved for upcoming planning functionality.

What's Included

Sub-screen	Status	Description
Projects	Live	The Project Management screen’s Projects sub-view — the portfolio list of all projects, reused from the standalone Overview screen (`ProjectManagement` with an `initialSubView="projects"`).
Tracking	Live	Project Management’s Tracking sub-view — progress and status across active projects, the same `ProjectManagement` component opened with `initialSubView="tracking"`.
Milestones & Releases	Coming Soon	Cross-project milestone and release planning.
Budget & Timesheets	Coming Soon	Project budget consumption and timesheet totals.

How It Works

Open Portfolio & Planning Hub from the sidebar

Pick a sub-screen from the internal list on the left

Its content renders in place — no full page navigation

Two of the four sub-screens — Projects and Tracking — are fully live and reuse the exact same underlying ProjectManagement component as their Grid View counterparts, so data entered in one view mode is immediately visible in the other. The remaining two sub-screens display a “Soon” badge on their navigation entry and render a placeholder instead of functional content when opened.

Milestones & Releases and Budget & Timesheets are not yet live

These two sub-screens exist as navigation entries inside Portfolio & Planning Hub but have not shipped as functioning screens anywhere in TotalApp yet — there is no equivalent Grid View screen to fall back to for them today.

Projects and Tracking Sub-Navigation

When either the Projects or Tracking sub-screen is active, Portfolio & Planning Hub also shows the Project Management module’s own child navigation (its per-project sidebar entries) alongside the hub’s node list, so drilling from the portfolio view into an individual project keeps the same in-context sidebar you’d see in Grid View.

Same data, different navigation

Portfolio & Planning Hub only appears in the sidebar in Hub view mode. In Grid view mode, its live sub-screens are reachable directly as standalone entries — Overview and Tracking. See Execution & Workflow Hub for the same Hub View vs. Grid View mechanism applied to the day-to-day work screens.

Frequently Asked Questions

If I click Milestones & Releases or Budget & Timesheets, what happens?

You’ll see a placeholder screen with a “Soon” badge. These sub-screens are reserved in the hub’s navigation manifest but the underlying functionality has not shipped yet — there is currently no equivalent screen anywhere in Project Management for cross-project milestone tracking or timesheet totals.

Is Projects here the same data as the standalone Overview screen in Grid View?

Yes — it is literally the same component (ProjectManagement with its Projects sub-view) rendered inline inside the hub, not a copy. There is exactly one project list; Portfolio & Planning Hub and the Grid View Overview screen are simply two different navigation paths to it.

Does Tracking here behave differently from the standalone Tracking screen?

No. Tracking inside Portfolio & Planning Hub renders the exact same ProjectManagement component used by the standalone Grid View screen, so progress and status data behave identically in both places.

Why do Projects and Tracking show an extra sidebar that Milestones & Releases doesn’t?

Projects and Tracking are both powered by the full ProjectManagement module, which has its own per-project child navigation. The hub surfaces that navigation only while one of those two sub-screens is active. Milestones & Releases and Budget & Timesheets are placeholders with no such navigation yet.

When Budget & Timesheets ships, will it read the same project budgets as elsewhere in TotalApp?

It should, once built — the intent is for it to summarize the same underlying project and timesheet data rather than maintain a separate copy. Until it ships, there is no way to view portfolio-wide budget or timesheet totals inside TotalApp.