This improvement to Project Portfolio adds new columns so you can see job-level details like job types and who sold the first estimate without leaving the Project Portfolio view.
What’s changing?
Before, you could not see job types or the first estimate seller directly in Project Portfolio. To answer questions about project mix or estimator performance, you had to open each project or rely on separate reports. Now you can add new columns for Description, Job Types, and First Estimate Sold By to the Project Portfolio view.
Resources
Before and After
Before (Current)
Go to Project Portfolio and scan the list to find projects that might match the mix you want to review.
Open individual projects to see job-level details like job types and who sold the first estimate.
Switch to other reports or exports to compare performance by job type or seller.
Manually build lists or spreadsheets to track which projects match certain criteria.
Impact: Longer time to identify the right projects and more manual work to analyze project mix and estimator performance.
Try the current workflow in your account.
After
Go to Project Portfolio and add the Description, Job Types, and First Estimate Sold By columns to your view.
Sort and scan the new columns to compare performance, pipeline coverage, and project mix from one screen.
Impact: Faster reviews, better visibility into which projects match your criteria, and less manual work to track performance by job tag, job type, or estimator.
Test the changes in the NEXT environment.
Who uses this feature
Residential Construction, Commercial Construction
Business owners, project managers and operations managers
Region availability: All regions
How it works for your industry
Residential Construction
A construction manager wants to see projects where rough-in and trim-out jobs are both present. They use the Job Types column to confirm that each key phase has been scheduled and completed as expected.
A portfolio manager reviews projects that include change order jobs tagged with margin risk. They use the First Estimate Sold By column to see which estimators may need help with pricing new residential builds.
A leader checks which new home projects have service jobs mixed in, such as warranty or punch-list work. They use the Description to decide where to focus crew planning and follow-up conversations.
Commercial Construction
A commercial project executive wants to see projects that include prevailing wage jobs. They scan the Job Types and Description columns to confirm that the right labor assumptions are in place.
A leader wants to track projects that have many small service jobs attached, such as punch-list or closeout work. They use the new columns to plan staffing and forecast revenue on complex commercial builds.
How to Prepare?
Confirm which roles need access to Project Portfolio and make sure their permissions in ServiceTitan allow them to view and filter projects.
Identify the key job types and first estimate sellers your team uses today and standardize naming where needed.
Train portfolio managers and other office staff on how to add the new columns to refine project lists.
Align your reporting and meeting rhythms so that project reviews use the new columns instead of manual lists or spreadsheets.
Bookmark an example Project Portfolio view with the new columns applied so your team can reuse it as a starting point.