Manage Your Projects at the Company Level with Asana Portfolios

One of the biggest challenges in the business world is tracking projects carried out across different departments within a single strategic framework. Especially C-level executives, project leaders, and team managers want to know the status of each project, how close they are to achieving their goals, and which risks are emerging. This is where Asana Portfolios comes into play.

With Omtera’s consulting and implementation services as an Asana Platinum Solutions Partner, you can transform Portfolios from a simple project tracking tool into a company-level strategic management platform.

What is Asana Portfolios?

Asana Portfolios is a powerful feature that allows you to view multiple projects on a single screen. With Portfolios, you can:

• Track all company-wide projects from one place.
• See project statuses with color codes (green, yellow, red).
• Monitor progress toward goals in real time.
• Easily manage resource allocation, scheduling, and prioritization.

This provides critical visibility not only for project managers but also for C-level executives, department heads, and IT leaders.

Common Challenges Companies Face

Managing projects separately often leads to:

• Lack of transparency: It’s unclear who is working on what.
• Time loss: Switching between different reporting tools.
• Strategic misalignment: Projects may progress disconnected from company goals.
• Resource fragmentation: It becomes difficult to prioritize the right people and teams.

Asana Portfolios addresses each of these challenges. Omtera accelerates and customizes the implementation of these solutions.

Key Features of Asana Portfolios

1. Real-Time Status Updates

One of the biggest advantages of Asana Portfolios is real-time visibility. Project managers can report the current status of a project (green = on track, yellow = at risk, red = critical) with just a few clicks. This allows:

• Executives to have instant access to information.
• Reduced time spent preparing weekly or monthly reports.
• Quick intervention during crisis moments.

2. Progress Tracking and Reporting

Portfolios visualize project progress in percentage values. This way you can clearly see:

• Which tasks are on time,
• Which are delayed,
• And how much time remains until completion.

In addition, Portfolios supports this data with charts, graphs, and custom reports. You can use these reports directly in meetings and eliminate manual reporting burdens.

3. Resource Management

One of the main reasons projects fail is poor resource planning. With resource management, Asana Portfolios balances team workloads:

• See which employee or team is overloaded.
• Reassign available team members to other projects.
• Ensure proper resource allocation to high-priority tasks.

For example, if your marketing team is overloaded with a campaign while your IT team has free capacity, this imbalance is immediately visible.

4. Alignment with Strategic Goals

Asana Portfolios is not just project tracking; it ensures strategic alignment. You can link projects with your company’s OKRs (Objectives and Key Results).

This way:

• Projects are evaluated not only as “completed tasks” but also for their contribution to strategic goals.
• Management can clearly see which project serves which objective.
• Prioritization is done not just by timelines but by strategic value.

Why Omtera with Asana Portfolios?

Every company has different needs. This is where Omtera’s expertise comes in:

Consulting: Starting with the Right Configuration

For a company to use Asana effectively, the right setup is essential. For example:

• In a retail company, sales, marketing, and logistics teams may all run separate projects. Omtera analyzes these workflows and builds the right Portfolios structure.
• As a result, management can see both the status of sales campaigns and the delivery performance of logistics processes on a single screen.

Implementation: Fast and Integrated Setup

Implementing Asana Portfolios is not just about adding projects. Proper integrations strengthen the ecosystem.

• Imagine a technology company where project management is done in Asana, but team communication happens in Slack, and scheduling is managed via Google Calendar.
• Omtera integrates Asana Portfolios with these tools. This way, meetings, deadlines, and task notifications are all synchronized from one central hub.

Training: Empowering Teams

The right tool only creates value when paired with the right training. Omtera provides tailored training for teams:

• For the marketing team: campaign tracking,
• For the IT team: sprint planning,
• For the management team: KPI monitoring via Portfolios.

As a result, teams learn not just “how to use” but “how to use more effectively.”

Continuous Support: Scalability

As your company grows, so do workloads, teams, and projects. Omtera supports you throughout this journey.

• For instance, your Asana journey may start with a 10-person startup, but soon transform into a 100-person mid-sized company.
• Omtera ensures sustainability by designing new Portfolios templates, report formats, and user roles that fit the increased workload.

With Omtera, you don’t just get software—you implement a digital work model aligned with your company culture.

Tangible Gains with Asana Portfolios

• Up to 30% faster project completion
• 25% less reporting workload
• 20% higher team efficiency
• 15% lower project risk rate

These percentages are based on real experiences shared by Asana users.

Use Cases

Marketing Departments

Track campaign progress on a single screen and simplify ROI tracking.

IT and Product Management

Synchronize release plans for software development projects.

Senior Management (C-level)

Monitor the contribution of all strategic projects to annual OKRs.

Practical Implementation Tips

• Standardize color codes: Red = risk, yellow = attention, green = on track.
• Provide weekly status updates.
• Track project progress with percentage bars.
• With Omtera’s consulting, create custom reports aligned with internal workflows.

Asana Portfolios doesn’t just help you manage projects; it aligns them with your company’s overall strategic goals. With Omtera’s expertise, you can use this feature effectively and take your business into the future.

Ready to manage your projects with clarity and speed at the company level? Contact Omtera today and start using Asana at its full potential.

FAQ

1. Is Asana Portfolios suitable for small businesses?
Yes, small businesses can also gain transparency and speed with Portfolios. It’s especially valuable if multiple teams are working in parallel.

2. Do Portfolios and Asana Goals work together?
Yes, Asana Portfolios tracks your projects, while Asana Goals shows which strategic goals these projects serve.

3. Is it mandatory to get support from Omtera?
Not mandatory; however, working with Omtera accelerates setup, provides tailored training, and minimizes errors.