Legacy- Track the portfolio

---
title: Legacy- Track the portfolio
description: After you complete financial planning, you can start tracking the progress of the portfolio. The portfolio tracking view displays only the selected demands and projects in the portfolio.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-management/t\_ReviewFinancialPlanning.html
release: australia
product: Portfolio Management
classification: portfolio-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 4
breadcrumb: [Legacy portfolio workbench, Portfolio Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Legacy- Track the portfolio

After you complete financial planning, you can start tracking the progress of the portfolio. The portfolio tracking view displays only the selected demands and projects in the portfolio.

## Before you begin

Role required: it\_portfolio\_manager

## About this task

**Note:** The content in this topic is applicable for customers upgrading from a previous release to Brazil. If you are a new customer, see [Scenario Planning for PPM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-management/portfolio-planning-overview.md).

Once the [financial planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-management/c_FinancialPlanningForPortfolio.md) is complete, the **Track Portfolio** action in the portfolio workbench is enabled to start tracking the progress of the portfolio.

Watch this three-minute video to learn more about tracking your portfolio.

## Procedure

1.  [Navigate](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-management/t_AccessThePortfolioWorkbench.md) to portfolio workbench, and open the portfolio that you want to track.

2.  In the **Fiscal Year** choice list, select the fiscal year and click **Track Portfolio**.

3.  In the [timeline view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-management/track-view-portfolio-workbench.md), right-click a project or a demand and select:

    -   **Edit** to edit the [project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/t_CreateAProject.md) or the [demand](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/demand-management/t_CreatingDemands.md).
    -   **Planning Console** to open the project [planning console](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/c_TheProjectPlanningConsole.md). The option is available only for projects.
    -   **Status Report** to open the most recent project [status report](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/project-status-report.md). The option is available only for projects.
4.  In the timeline view, [review the external dependencies](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-management/review-external-dependencies-between-projects.md) between projects in a portfolio.

5.  On the **Project KPI** tab, view the most recent status such as overall health, schedule, cost, resources, and scope of all selected projects in the portfolio.

6.  Review these charts:

    -   **Cost \(Planned vs. Actual\)** to track the actual costs from all selected projects in the portfolio compared to the planned cost.
    -   **Resource \(Allocated vs. Actual\)** to track the actual resource time spent on all project tasks versus the resource hours allocated to execute the selected projects and demands in the portfolio.
7.  To see the risks, issues, and the project change requests across all selected projects in the portfolio, use the **Risks**, **Issues**, and **Changes** tabs.


## What to do next

[Legacy- Forecast the budget for portfolio](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-management/forecast-plan-for-portfolio.md).

-   **[Legacy- Tracking view in portfolio workbench](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-management/track-view-portfolio-workbench.md)**  
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.

**Parent Topic:**[Legacy portfolio workbench](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-management/c_PortfolioWorkbench.md)

**Related topics**  


[Access the legacy Portfolio workbench]()

[Legacy- Plan the portfolio]()

[Legacy- Forecast the budget for portfolio]()

[Actual project costs]()