Portfolio fields are custom fields created at the Portfolio level, making them available across every Workspace within that Portfolio. Instead of building the same scoring dimension separately in each Workspace, you define it once and it becomes accessible everywhere.
This is particularly valuable for organizations managing multiple product teams who need to compare initiatives using a shared language - whether that is strategic value, business priority, or delivery confidence.
Follow these steps:
Understanding Portfolio fields
A Portfolio field is a custom field defined at the Portfolio level rather than within a single Workspace.
The key difference:
Workspace fields - Created within a specific Workspace, visible only within that Workspace
Portfolio fields - Created once at the Portfolio level, available across all Workspaces in that Portfolio
Teams typically use Portfolio fields to standardize the dimensions they use to evaluate and compare work across teams. Common examples include:
Strategic Alignment - a score or category indicating how closely an initiative maps to company strategy
Business Priority - a ranked field used by leadership to indicate urgency across product areas
Customer Impact - a numerical field scoring expected customer value
Once a Portfolio field is created, it becomes available in Portfolio-level views such as the Portfolio Roadmap and Portfolio Backlog, allowing you to compare and filter work across Workspaces using a consistent lens.
When to use Portfolio fields
Portfolio fields are most useful when:
You manage multiple Workspaces and need to compare or report on work across all of them
Leadership needs a single view of priorities across product teams, using the same scoring logic
You are running quarterly planning or executive alignment sessions and need consistent data to present
If your team operates within a single Workspace, Workspace-level custom fields are sufficient. Portfolio fields are designed for cross-team visibility and governance.
How to create a Portfolio field
Creating a Portfolio field takes a few minutes. Once created, the field is immediately available across all Workspaces in your Portfolio.
To create a Portfolio field:
Open your Portfolio
Click the Cogwheel icon at the top right corner of the screen
Select Portfolio Settings
In the left-hand menu, navigate to Fields -> Portfolio fields
Click + Add portfolio field at the top right corner of the screen
Select the desired field type:
Number - for scores, ratings, or numerical inputs
Dropdown - for a defined set of options (e.g., High / Medium / Low)
Date - for time-based fields such as target quarters or deadlines
Formula - for calculated scores derived from other numerical fields
Name your field clearly (e.g., "Strategic Value" or "Business Priority")
Configure any additional settings depending on the field type:
For Dropdown fields: define your list of options
For Formula fields: select your input fields and define your weighting logic
Click Create
Your new field now appears in the Portfolio fields list. You can edit or delete it at any time by returning to Portfolio Settings -> Fields -> Portfolio fields - changes apply immediately.
Portfolio is available on the Enterprise Package. If you do not yet have a Portfolio set up, reach out to your Customer Success Manager.
Configuring field visibility
Once a Portfolio field is created, you can control exactly where it appears across your Portfolio and Workspaces. Each field has four independent toggles:
Visible on Portfolio - the field appears in Portfolio-level views (roadmap, backlog, table)
Visible in Workspaces - the field is accessible when working inside individual Workspaces
Visible in Item Panel - the field appears in the item detail panel when opening a specific item
Required field - team members must fill in this field before an item can be submitted or progressed
These toggles give you precise control over field exposure. A scoring field used only for executive reporting can be visible on the Portfolio without surfacing in every Workspace view.
You can update these settings at any time from the Portfolio fields list - no need to recreate the field.
Organizing fields into categories
If you manage a large number of Portfolio fields, you can group them into categories:
Use the + Add category button at the top right of the Portfolio fields page. This keeps the fields list structured and easier to navigate as it grows.
Using Portfolio fields across your Workspaces
Once created and configured, Portfolio fields appear automatically in the views where you have enabled them. Teams often surface them within individual Workspaces as additional columns in backlog or prioritization views.
Common ways teams use Portfolio fields:
Portfolio Roadmap - color-code or group initiatives by Portfolio field values to quickly identify strategic alignment gaps
Portfolio Backlog - sort or filter across Workspaces using a shared field (e.g., show only items where Business Priority = High)
Executive reporting - present Portfolio views that use consistent scoring dimensions, making cross-team communication significantly clearer
Sorting by a Portfolio field score immediately surfaces your highest-priority initiatives across all teams - without manually consolidating data from separate Workspaces.
What comes next?
Now that your Portfolio fields are in place, you can start comparing initiatives across Workspaces using consistent, shared data.
In the next article, you will learn how to:
Build Portfolio-level views and roadmaps
Filter and group Portfolio items by your custom fields
Use Portfolio data in executive reporting
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