Portavi for ClickUp
ClickUp portfolio reporting across your workspace
Bring ClickUp lists and Sprint Folders into one portfolio dashboard for your PMO. Portavi reads your statuses and points as they are, so nobody restructures the workspace.
Start free trialFree for 14 days on Growth, then $149 a month for the whole workspace, not per user. No credit card to start.
How Portavi reads your ClickUp work
Nothing to restructure: each list is read the way its team already works.
Sprint Folders as sprints
A Scrum project points at a ClickUp Sprint Folder, and each list inside it is one sprint.
Phases from your hierarchy
A Waterfall project takes its phases from top-level tasks and their subtasks, tags or a custom field, or you map them by hand in Portavi.
Status by its type
Each status counts by its ClickUp type: open as to do, your custom statuses as in progress, closed and done as complete. Effort comes from ClickUp’s points.
What Portavi adds on top
One view of the portfolio
Every project rolls up to on track, at risk or delayed, whether it lives in ClickUp or another tool you connect.
A full RAID log
Risks, assumptions, issues and dependencies for every project and program, beside the ClickUp work they concern.
Capacity across tools
Everyone’s open work in one view, including people whose work is split between ClickUp and another tool.
Portfolio objectives can be written in Portavi, or mirrored from ClickUp Goals. See every feature
Connecting ClickUp
- A PMO manager selects Connect on ClickUp in Portavi’s Integrations page.
- ClickUp asks you to approve access to your workspace on its own site.
- Create a project in Portavi, pick the ClickUp list or Sprint Folder, and choose how it runs: Scrum, Kanban, Waterfall or Milestone.
Portavi syncs straight away, then on a schedule you set, as often as hourly within working hours, and whenever you select Resync. It reads up to 1,000 tasks per project.
Questions
- Does Portavi change anything in ClickUp?
- No. It asks ClickUp for read-only access and never creates, edits or moves anything there.
- Does everyone on ClickUp need a Portavi account?
- No. Their work syncs from ClickUp. Portavi seats are for the people running the work, and executives read for free.
- Can I connect ClickUp alongside other tools?
- Yes. Starter connects two tools and Growth any number, and every project reports the same way whichever tool it lives in.
See your ClickUp portfolio this week.
Free for 14 days on Growth, then $149 a month for the whole workspace, not per user. No credit card to start.
Start free trial