---
title: Portfolio Summary
description: To see all portfolios to which you have access, go to the left menu and choose Portfolios.   At the very top of this page (in addition to the Add Portfolio and Gantt View buttons) are visuals that pro
---

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1. [SurePact | Knowledge Base](https://support.surepact.com/?hsLang=en)
2. [Portfolios](https://support.surepact.com/portfolios?hsLang=en)

# Portfolio Summary

To see all portfolios to which you have access, go to the left menu and choose **Portfolios**.

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8870485790351-3.png)

 

At the very top of this page (in addition to the [Add Portfolio](https://support.surepact.com/creating-a-portfolio-1?hsLang=en) and **Gantt View** buttons) are visuals that provide an overview of all portfolio budget/spend performance, and [Funding Stream](https://support.surepact.com/funding-streams-1?hsLang=en) amounts (from Portfolios). Note that what you see here reflects data from portfolios for which you are a team member.

![](https://support.surepact.com/hs-fs/hubfs/image-png-Mar-28-2025-03-14-13-8691-AM.png?width=1615&height=710&name=image-png-Mar-28-2025-03-14-13-8691-AM.png)

The portfolios to which you have access are listed in the table. To view a portfolio, double-click a portfolio name to open that portfolio.

 

- [Getting Started (For All Users)](https://support.surepact.com/getting-started-for-all-users?hsLang=en)
- [Funding Programs (For Grantmakers)](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#main-content)

    - [Creating & Managing Funding Programs](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#creating-managing-funding-programs)
    - [Application Round(s) Setup](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-rounds-setup)
    - [Application Review, Allocations, Funding Agreements](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-review-allocations-funding-agreements)
    - [Program Delivery and Reporting](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#program-delivery-and-reporting)
- [Funding Opportunities (For Applicants & Recipients)](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#main-content)

    - [Applying for a Funding Opportunity](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#applying-for-a-funding-opportunity)
    - [Tracking & Managing Applications](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#tracking-managing-applications)
- [Grant Management & Reporting](https://support.surepact.com/grant-management-reporting?hsLang=en)
- [SurePact Records](https://support.surepact.com/surepact-records?hsLang=en)
- [Portfolios](https://support.surepact.com/portfolios?hsLang=en)
- [Projects & Contracts](https://support.surepact.com/projects-contracts?hsLang=en#main-content)

    - [Project Management](https://support.surepact.com/projects-contracts?hsLang=en#project-management)
    - [Managing Contracts Within Projects](https://support.surepact.com/projects-contracts?hsLang=en#managing-contracts-within-projects)
- [Risk, Compliance & Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#main-content)

    - [Risk & Issue Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#risk-issue-management)
    - [Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#asset-management)
- [Administration & System Setup](https://support.surepact.com/administration-system-setup?hsLang=en#main-content)

    - [External Assessors](https://support.surepact.com/administration-system-setup?hsLang=en#external-assessors)
- [Common Processes](https://support.surepact.com/common-processes?hsLang=en)
- [Release Notes & Support](https://support.surepact.com/release-notes-support?hsLang=en#main-content)

    - [What's New in Version 6?](https://support.surepact.com/release-notes-support?hsLang=en#whats-new-in-version-6)
    - [What?! Version 7 Already?](https://support.surepact.com/release-notes-support?hsLang=en#what-version-7-already)
    - [Version 8, let's create!](https://support.surepact.com/release-notes-support?hsLang=en#version-8-lets-create)
- [External Assessor](https://support.surepact.com/external-assessor?hsLang=en)

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