See Every Project at Once: The SharePoint Gantt Portfolio View
Rolling this out to more teams?
Let our team set up project tracking in SharePoint
We design your project sites, lists, and Power Automate workflows, then train your team so project tracking actually sticks.
A single project plan answers "how is this piece of work going?" A portfolio answers the question a manager actually opens the intranet to ask: how are all of them going? Smart Gantt Chart's Portfolio view puts that on one SharePoint page.
What each project card shows
- Project name and status — the project's own status, set by whoever owns it.
- Health — On Track, At Risk, Overdue or Done, calculated from task dates and percent complete rather than typed in by hand.
- Progress bar — overall completion rolled up from the project's tasks.
- Task counts — how much work the plan contains and how much of it is finished.
- Mini timeline — a compact bar for the project span with a tick marking today, so a slipping project is visible without opening it.
How to use it in practice
- Put the web part on a team or program page and leave it on Portfolio as the default view.
- Scan the health badges first. Overdue and At Risk are the only two that need a conversation this week.
- Click into a project to open its full Gantt, List, Kanban and Dashboard views.
- Archive projects as they finish. They leave the portfolio but keep their task list, so the record survives the tidy-up.
What Portfolio is not
It is worth being precise, because portfolio features in bigger tools promise more. Portfolio in Smart Gantt Chart is a set of cards, not a merged timeline — you will not get one Gantt bar chart with every project stacked on it. There is no cross-project dependency linking, no resource leveling across projects, and no cost roll-up. If those are hard requirements, that is Microsoft Project or Project for the Web territory, and the project tools comparison lays out the trade.
What you do get, free and inside your own tenant, is a single honest status page that updates itself from the task data your project owners are already maintaining.
Where the data lives
Each project is a SharePoint list created by the web part, registered in a SmartGantt_Projects list on the site. The Portfolio view simply reads across them. See where the project data lives for the governance detail, and the Smart Gantt Chart page to install it.
Frequently asked questions
Does the Portfolio view combine all projects into one timeline?
No. Portfolio is a grid of project cards, each with its own mini timeline. There is no single merged Gantt chart across projects.
Can I link a task in one project to a task in another?
No. Dependencies work inside a single project only — Smart Gantt Chart has no cross-project dependency linking.
Where do the health indicators come from?
They are calculated from task dates and percent complete. On Track, At Risk, Overdue and Done are derived automatically; nobody types them in.
Do archived projects show in Portfolio?
No. Archiving a project takes it out of the active portfolio while keeping its task list intact, so the view stays focused on live work.
The SharePoint project management guides
Build the plan, run it week to week, then share it with the people who only ever see the summary.
Build the plan
Start a project, add tasks with dates, and get a timeline on a SharePoint page.
Bring a task list, Excel sheet or Microsoft Planner board in through the import wizard.
Group work into phases and mark the dates that people actually care about.
The SharePoint lists the web part creates, who needs which permission, and what that means for governance.
Export a proven plan to Excel, reset the dates, and start every similar project from it.
Two ways to give a long task list structure, and the roll-up behavior to plan around.
Run the project
A 20-minute routine straight from the SharePoint page, ending with a one-click deck.
On Track, At Risk, Overdue or Done, derived from dates and progress instead of typed in.
Assign tasks, filter by assignee, and find the person carrying too much of the plan.
Cut a 400-task timeline down to the slice you need for a single conversation.
Retire completed work without losing the record, and recover a project deleted by mistake.
Save the agreed dates, then see each task's finish variance in working days.
How simultaneous edits are protected, and the quick edits that save instantly.
Share and compare
What clients and contractors can do in the plan, and the two things an internal owner handles.
Turn the live plan into a steering-committee deck, plus Excel and PNG output.
Where Calendar and Board views stop, and when dependencies and baselines make a Gantt worth it.
Smart Gantt Chart against Microsoft Project, Planner, Smartsheet, Monday and the rest.
The full picture of running projects from SharePoint, in one page.
The free, open-source Gantt web part that runs inside your own tenant.
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Rolling this out to more teams?
Let our team set up project tracking in SharePoint
We design your project sites, lists, and Power Automate workflows, then train your team so project tracking actually sticks.
About the author
Sean Regan
SharePoint & Microsoft 365 consultant with 20+ years of hands-on experience building SPFx web parts, migration tooling and tenant-grade automation. Maintainer of the open-source SharePoint Smart Solutions suite.