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:
- The role on the portfolio itself — who can view or administer the resource portfolio.
- The role propagated to projects — rights granted in bulk on the projects the resources are associated with.
Sharing the portfolio
- Open the resource portfolio
- Go to the Members tab
- Click "+ Add a member"
- Pick the user and assign a role
- 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.
A user with no role on the portfolio cannot open it, even with a direct link. Only the enterprise administrator can access it without being a member.
To see the portfolio's resources, a role on the portfolio is not enough. You must be an administrator, manager or viewer of the workspace, a member of Portfolio resource management, or the resource's manager. Otherwise the resource does not appear. Access to a resource gives access to its projects within the portfolio. The same rules apply outside the portfolio: another person's timesheet, capacity and absences, including through the AI assistant, can only be read with access to that resource. Everyone keeps access to their own data.
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.
| Role | What it grants on the linked projects |
|---|---|
| 🛡️ Projects admin | Full administration of the projects |
| 👤 Project leader | Full operational control of the projects |
| 👁️ Projects reader | Read-only access to the projects |
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
- Project members — detail of each role's rights at the project level
- Project portfolio members — the same sharing logic on the project portfolio side
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.