Ability to import a Portfolio and its projects via CSV

English Forum Product Feedback
1

Just like importing projects using csv importer can we import portfolios? (The portfolios will have multiple projects)

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2

Hi @Srihari, welcome to the Community Forum!

It’s currently not possible to import a Portfolio. As you mentioned, you can import your projects using the CSV importer and them you’ll be able to add them to your Portfolio. Thanks for your feedback! I’ve gone ahead and moved your request to our #productfeedback category to allow other users to upvote!

Let me know if you have any questions!

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I would like to second a desire for this feature. As Portfolio reporting has separate inputs from the projects, it would be useful to bulk import.

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I can export the whole portfolio to CSV but the portfolio cannot be re-imported back. +1 vote for a common-sense feature.

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