This guide continues from the Strategic Themes guide. After creating Strategic Themes, you can use Portfolios to group themes and monitor progress across initiatives.

While Strategic Themes help define individual initiatives, Portfolios provide a consolidated view of strategy execution across themes. They make it easier for leadership to monitor progress, identify risks, and analyse performance.

With Portfolios, teams can:

Organise multiple strategic themes into a single portfolio.
Track overall progress across initiatives.
Analyse execution performance at a higher level.
Generate AI-powered summaries using Charlie.
Visualise relationships between themes.
Monitor delivery trends over time.

Who is this for?

Role	Usage
Portfolio Managers	Manage multiple themes and track overall strategy execution
Strategy Leads	Monitor progress across initiatives
Executives	Review high-level delivery insights
RTEs / Delivery Managers	Track execution across teams and themes

Getting Started

Open Kendis.

Click OKR in the left sidebar.

The Themes workspace opens.

Click the Portfolios tab.

If our previous guide, we had an existing portfolio on our board. That’s why we simply linked our themes with it.

However, if no portfolio exists yet, the Portfolio section will be empty.

Click New Portfolio to create a new portfolio and link your themes.

1. Portfolio Workspace Overview

The Portfolios tab is the main workspace for managing portfolios of strategic themes.

It allows you to:

Create new portfolios.
View portfolio progress.
Group themes.
Generate AI summaries.
Open portfolio dashboards.
Analyse execution trends.

1.1 Creating a Portfolio from Workspace

To create a portfolio, you must have at least one existing Strategic Theme.

You can create a portfolio in two ways:

Click Create Portfolio button in the header.
Click the Create Portfolio card in the workspace.

Both options open the Create Portfolio window.

Basic Information

Enter the main details of the portfolio.

Field	Description
Title	Name of the portfolio
Summary	Short description shown in headers and cards
Description	Detailed explanation of the portfolio

Settings

Configure the lifecycle state and time period of the portfolio.

Option	Description
Status	Set the current status of your portfolio.
Time Period	Define the duration of the portfolio.
Start Date	Beginning of the portfolio timeline.
End Date	End of the portfolio timeline.

The selected time period is used in progress tracking, dashboards, and roadmap views.

Appearance

The Appearance section controls how the portfolio is displayed in the workspace.

Select the background color, text color, and pattern of your portfolio.

Use the preview to confirm that the colors and pattern are readable. Appearance settings help distinguish portfolios when multiple portfolios exist.

Associations

Associations define which themes belong to the portfolio.

Open the Themes dropdown.
Select one or more themes.
Select portfolio owner(s).

Only existing themes can be added.

Click Save. Your new Portfolio is created.

1.2 Portfolio Tab Overview

The Portfolios tab displays all portfolios created from Strategic Themes.

Each portfolio is shown as a card containing summary information about the themes linked to it.

From this workspace, you can:

Create new portfolios.
View portfolio progress.
Open portfolio details.
Track the number of themes.
See active initiatives.
Monitor overall progress.
Check portfolio time period.

1.3 Portfolio Detail Page

Click View Details on a portfolio card to open the portfolio detail page.

The header shows summary information about the portfolio and its themes.

This page provides a high-level view of progress across all themes linked to the portfolio.

Header Information

The header displays key metrics calculated from the associated themes inside the portfolio.

Field	Description
Portfolio Name	Name of the portfolio
Status	Current lifecycle state
Themes	Total number of themes
Objectives	Total objectives across themes
Key Results	Total key results
Progress	Overall completion percentage
Duration	Portfolio time period

As you can see, the 2026 Digital Transformation Portfolio has a total of 6 associated themes, 38 objectives, 62 key results, and an overall progress of 27%.

These values update automatically when the theme progress changes.

2. Portfolio Navigation Tabs

The portfolio page contains multiple tabs for analysis.

Tab	Purpose
Summary	AI and business summary
Overview	High-level analytics
Themes List	List of themes in portfolio
Tree View	Hierarchy view
Progress Tracking	Progress over time

You can switch between these tabs to analyse the portfolio from different perspectives.

2.1 Summary Tab

The Summary tab shows AI-generated insights and execution analysis.

Two views are available:

View	Description
Business Summary	Strategic value analysis
Progress Analysis	Execution performance

Click Generate or Regenerate to run Charlie AI.

Charlie analyses:

Progress vs time.
Value delivery.
Risks.
Delays.
Missing outcomes.

Portfolio Timeline

The timeline shows how the portfolio progresses across time periods. It highlights current quarter, elapsed time, expected progress, and actual progress. This helps identify if the portfolio is ahead or behind schedule.

Updates Button

Click Updates to view recent activity. Updates include theme changes, objective updates, key result changes, comments, and status updates. The counter shows the number of recent updates.

2.2 Dashboard Analytics (Overview Tab)

The Dashboard tab shows visual analytics.

Available charts:

Portfolio health.
Theme progress.

Objective distribution.
Team performance.
Trend charts.

These insights help leadership monitor execution.

2.3 Themes List View

This tab shows all themes inside the portfolio.

You can:

Open theme.
View progress.
Filter themes.
Sort themes.
Add or remove themes.

2.4 Tree View

The portfolio tree view extends the theme tree view to include the portfolio level at the root.

Hierarchy levels

Portfolio > Theme > Collection > Objective > Key Result.

The "Start from" dropdown includes Portfolio as an option (in addition to Theme and Collection), allowing you to visualise the full hierarchy from portfolio down to key results.

Capabilities:

Expand / collapse

Zoom

Export

Useful for large portfolios.

2.5 Progress Tracking

Progress Tracking displays how the theme's progress has changed over time.

Layout

Header: "Portfolio Progress Tracking" with subtitle

Interval selector: 6W, 8W, 12W, 16W, 6M, 1Y (shared across all theme cards)

Theme cards: One card per theme, each containing its own Progress Tracking chart and data table

Each theme card uses the same Progress Tracking component described in the Strategic Theme guide, allowing you to see progress trends for each theme side by side.