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Resource portfolio members

A resource portfolio (team) groups resources whose workload and capacity you track. As with a project portfolio, it is shared from the Members tab, with two levels of rights:

  1. The role on the portfolio itself — who can view or administer the resource portfolio.
  2. The role propagated to projects — rights granted in bulk on the projects the resources are associated with.

Sharing the portfolio​

  1. Open the resource portfolio
  2. Go to the Members tab
  3. Click "+ Add a member"
  4. Pick the user and assign a role
  5. Save

1. Roles on the resource portfolio​

👑 Portfolio owner​

The administration role. The Owner can:

  • Manage the portfolio (definition, views, workload filters)
  • Change the portfolio members
  • Add resources to the portfolio
  • Access projects according to the definition of their members

👁️ Reader​

The consultation role. The Reader can view the portfolio and its projects in read-only, with no editing — ideal for a manager who follows their team's workload without touching the planning.

2. Roles propagated to projects​

As with project portfolios, you can grant a role that applies to all projects linked to the portfolio. These rights are additive: the effective role on a project is the maximum between its own role and the one granted through the portfolio.

RoleWhat it grants on the linked projects
🛡️ Projects adminFull administration of the projects
👤 Project leaderFull operational control of the projects
👁️ Projects readerRead-only access to the projects
The "resource" angle

Where a project portfolio consolidates projects, a resource portfolio consolidates resources (a team). The roles above determine who can administer the team portfolio and, where relevant, access the projects these resources are allocated to.

See also​

Good habit

Give the Reader role to managers who only need to follow their team's workload, and reserve Owner for the people who actually drive the portfolio's composition.