---
title: "Portfolio Monitoring"
slug: "portfolio-monitoring-1"
updated: 2025-04-28T18:47:31Z
published: 2025-04-29T09:00:05Z
canonical: "help.getbuilt.com/portfolio-monitoring-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio Monitoring

### **Overview**

Portfolio Monitoring provides a centralized interface to track all monitored milestones across your entire portfolio. This tool helps reduce compliance risks, streamline milestone management, and maintain visibility across all active deals. Users can view, filter, and sort milestones in real time, saving custom views for repeatable workflows and quick access to priority items.

### **Using the Portfolio Monitoring Grid View**

#### **Description**

The Portfolio Monitoring Grid View offers a structured, real-time snapshot of all monitored milestones across all deals. Accessible from a new “Monitoring” tab on the Portfolio page, it includes columns for milestone type, name, due date, assignee, status, and associated deal. This interface enables users to prioritize action items across multiple deals efficiently.

---

### **Step-by-Step Instructions:**

**Step 1: Access the Portfolio Page**

Navigate to your Portfolio Dashboard. Select the **“Monitoring”** tab at the top of the page.

**Step 2: Review All Monitored Milestones**

Each row in the grid represents a milestone item. You can view:

- Type (milestone)
- Milestone Name
- Deal Name
- Due Date
- Assignee
- Status

**Step 3: Apply Filters**

Use column filters or tab-based filtering to refine the grid by:

- Type
- Status
- Assignee
- Deal ID
- Due Date

**Step 4: Sort Items**

Click column headers to sort by key priority fields such as **Status** or **Assignee**.

**Step 5: Open Milestone Details**

Click on any row to open a side sheet view, where you can:

- Update milestone status
- Assign or reassign stakeholders
- Add notes
- Archive or restore items

**Step 6: Save Your View**

After applying filters or sorting columns, click **“Save View”** to retain the configuration for future sessions.

---

  

---

### FAQ

#### What is Portfolio Monitoring?

Portfolio Monitoring provides a centralized interface to track all monitored milestones across your entire portfolio, helping to reduce compliance risks and streamline milestone management.

#### How can I access the Portfolio Monitoring Grid View?

You can access the Portfolio Monitoring Grid View by navigating to your Portfolio Dashboard and selecting the 'Monitoring' tab at the top of the page.

#### What information can I view in the Portfolio Monitoring Grid View?

In the Portfolio Monitoring Grid View, you can view milestone type, name, due date, assignee, status, and associated deal.

#### Can I filter the milestones in the grid view?

Yes, you can apply filters to refine the grid by type, status, assignee, deal ID, and due date.

#### Is it possible to save my custom view in the Portfolio Monitoring Grid?

Yes, after applying filters or sorting columns, you can click 'Save View' to retain the configuration for future sessions.