How is everyone using the portfolio progress update feature📈?
I personally love the feature as it gives the executive management a snap shot of where several initiatives are in terms of one portfolio, one objective.
The highlights feature though would require a bit further attention. Currently, Asana limits me to choose from Projects on track / off track / at risk or on hold along with their priority and owners.
In reality, when I am reporting on the progress of a portfolio, it is essential to highlight the key milestones from respective projects that either contributed to our success or those that are blocked
Having the ability to pull such milestones from the highlights feature would save me a lot of time and make me more efficient. Why?
Because currently, I have 3 projects in one portfolio. When updating the portfolio progress, I have each project open in a tab. I look at the progress update of each project, and I also look at the milestones status. I use that to then write up key information management should be aware off when providing portfolio update.
The process has to be smoother. I must be able to stay on one screen👨💻, look at highlights and be able to select a project, choose milestones on track / off track etc and drag them to the respective progress section.