Portfolios & Programs

Every project must belong to a Portfolio. Projects can also be grouped into a Program within that portfolio. These two containers give executives and portfolio managers a structured view of where company resources are going.

Portfolio

A Portfolio is the top-level strategic container in GreenVee. Think of it as a business unit, a funding bucket, or a strategic initiative that spans many projects.

Field	What it means
Name	The portfolio’s label (e.g. “Renewables Europe 2026”)
Currency	The currency used for all financial reporting in this portfolio
Leader	The employee accountable for the portfolio
Color	A visual identifier used in charts and the navigation tree

A portfolio can contain many Programs, and directly contain Projects that don’t belong to any program.

Program

A Program is a coherent group of related projects within a portfolio. Use it when several projects share a strategic purpose, a delivery timeline, or a common client.

Field	What it means
Name	The program label (e.g. “Grid Modernization — Phase 2”)
Project Type	The master-data classification describing what kind of work this program covers
Planned start / end	The intended schedule envelope for all projects in the program
Leader	The employee responsible for the program
Portfolio	The portfolio this program belongs to

A program can contain many Projects. Projects inside a program still belong to the same portfolio.

Why both exist

Level	Scope	Typical question answered
Portfolio	Strategic — whole business unit or funding stream	“How much are we spending on solar this year?”
Program	Operational — a related cluster of projects	“Are all three substations in the Western Grid upgrade on track?”

A Portfolio is required — every project must belong to one. Programs are optional, but both levels unlock meaningful roll-up reporting.

Relationship summary

Portfolio  (1)
  └── Program  (0..*)
        └── Project  (1..*)
  └── Project  (1..*)   ← projects with no program also belong here

Every Project must belong to exactly one Portfolio. A Project may optionally belong to one Program within that Portfolio.

Two views of the same projects

GreenVee gives you two navigation doors into your projects:

• Portfolio tree — drill down from Portfolio → Program → Project. Best when you need the strategic context.
• Flat project list — all projects side-by-side, filterable. Best when you know which project you want.

Both views show the same projects. No data differs between them.

For Executives

Portfolios and Programs are your primary view. Start there to get roll-up budget, schedule, and status across everything your team owns — without opening individual projects.