--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/de-DE/it-business-management Release : - australia ft:locale : - de-DE ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Legacy- Tracking view in portfolio workbench # Legacy- Tracking view in portfolio workbench {#ariaid-title1} * Freigeben Version: Australia * * Aktualisiert 12. März 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer Once the financial planning is complete, the Track Portfolio option in portfolio workbench is enabled. You can track the progress of demands and projects, and monitor the status of cost, resource, schedule, and scope for the selected fiscal period for the portfolio. Hinweis: The content in this topic is applicable for customers upgrading from a previous release to Australia. If you are a new customer, see [Scenario Planning for PPM](https://www.servicenow.com/docs/elCPhnN9QkuxdFM4CEtFDQ "The Scenario Planning for PPM application provides a central location for portfolio managers to create and track the roadmap for project execution for a given fiscal year. Optimize your budget and resource usage by creating and comparing different scenarios for your project and demand roadmap or resources."). The portfolio workbench comprises the following components in tracking view: Timeline View: The tab displays a list of the selected demands and projects that are part of the portfolio, and a Gantt chart over time. On the Timeline View tab, you can: * configure the colors of the portfolio items in the Gantt chart with [Dashboard Configuration](https://www.servicenow.com/docs/AO9fRNdUfm~TaC6x80GZfQ "When you access the portfolio workbench, the dashboard displays a list of all the portfolios.") settings. * select the zoom level in the Gantt chart calender to Auto Fit. The Gantt view fits in one page to view entire timeline without using the scrollbar. * [review the external dependencies](https://www.servicenow.com/docs/4fq_adROIBSvNG2kquL3lw "Review the external dependencies between projects in a portfolio to track projects that are dependant on each other more closely.") between projects in a portfolio. {#track-view-portfolio-workbench__ul_hzb_dz4_nx} Hinweis: The admin can [customize](https://www.servicenow.com/docs/p4~wRVzZyzr1~nKmAk9DEQ "In addition to the regular columns that are provided in the base system, as the PPS admin, you can configure which columns appear in the planning console.") which columns appear in the column filter list (![screenshot for filter icon]()) in the timeline view. Project KPI: The tab displays the most recent status of project KPIs such as overall health, schedule, cost, resources, and scope of all the selected projects in the portfolio. This information is populated from the most recent [status report](https://www.servicenow.com/docs/OzA6xXvrcQ9k4LyD01FyoQ "Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.") created for the projects. You can: * click the name of a project on the tab to open the latest status report created for the project. * point to a status indicator for a project KPI to view the comments entered for the KPI for that project. {#track-view-portfolio-workbench__ul_lvj_lcm_4x} Cost (Planned vs. Actual): The chart displays the actual costs from all selected projects in the portfolio compared to the planned cost. The actual cost for projects is derived from the [expense lines](https://www.servicenow.com/docs/Y6zpftC_BHbX8LepJDhwvA "A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans."). Hinweis: An expense line can be created manually for a project when a specific expense is incurred. For example, if hardware is procured for a project, an expense line can be created for the amount spent on procuring the hardware. If you receive an item using ServiceNow Procurement, an expense line is created automatically. For resource hours, the expense lines are created automatically when the time cards for the project are approved. The display settings for the chart can be modified by selecting any of the following from the choice list: * Capex: Displays the cost chart for capital expense only. * Opex: Displays the cost chart for operating expense only. * All: Displays the cost chart for both capital and operating expenses. {#track-view-portfolio-workbench__ul_dqy_wvl_4x} Resource (Allocated vs. Actual): The chart displays the actual resource time spent on all project tasks versus the resource hours allocated to execute the selected projects and demands in the portfolio. The actual time spent is taken from processed time cards for the projects. Risks, Issues, and Changes: The tabs provide the following information: * Risks: Displays risks concerning all the selected demands and projects in portfolio and their probability. This information is populated from the risks that are part of demands and projects associated with the portfolio. * Issues: Displays all issues across all selected projects in the portfolio and their priority. This information is populated from the issues that are reported for the projects in a portfolio. * Changes: Displays all [project change requests](https://www.servicenow.com/docs/B3QcFxz9PypKkSBG2rB6Vg "As a project manager, you might create a request change as the outcome of the action taken to resolve an issue or mitigate a risk. The request change might result in changing the project's scope, resource requirement, cost, or schedule to minimize the impact of a risk or issue.") across all selected projects in the portfolio and their priority. This information is populated from the change requests created for the projects in a portfolio. {#track-view-portfolio-workbench__ul_apf_t1m_4x} Abbildung : 1. Portfolio tracking timeline view example 1 Abbildung : 2. Portfolio tracking KPI view example 2