User Guide
Portfolio Settings
Portfolio Settings has three tabs: General, Teams, and Users.
Accessing Portfolio Settings
Option 1 - Per Portfolio: Open a portfolio → click the Settings (gear) icon
Option 2 - Global: Global sidebar → Settings → Portfolio tab
Settings Reference
| Setting | Status |
|---|---|
| Hours per day | Live - converts day estimates to hours for capacity |
| Bookings Start/End Date field mapping | Present in the settings data model, but the input controls are not currently rendered in the UI |
| Working Days checkboxes | Present in the settings data model, but the input controls are not currently rendered in the UI |
| Teams / Users tabs | Team and user-level portfolio settings |
Bear this in mind when troubleshooting: issues that look like a missing Gantt date-field mapping aren't something a user can currently fix from Portfolio Settings, because that control isn't exposed yet.
Tips
- Use the Gantt panel (opened from Table view) directly to check whether dates are rendering - if they aren't, this isn't currently something you can fix via a date-field-mapping screen
- Keep Hours per day accurate, since it's the one Portfolio setting that actively affects capacity math today