The new “Add Work” option in the Portfolio view is a fantastic update and my team began using this immediately. However, we are having some issues with updating the status of a portfolio.
In my experience I have found that the custom fields are available to use in a status update depending on the custom fields that have been populated in the portfolio which the project is located. Now that we are able to add portfolios inside of a portfolio, I assumed this would have worked similarly. However, when we go to update the status of a portfolio that lies within another portfolio, we do not have the option to add any additional fields.
Below is a screenshot showing that there is no option to add additional fields to the status update. This portfolio is located in another portfolio that has a long list of custom fields populated into it.
Below is a screenshot of a project status update that is located inside of a portfolio (with a long list of custom fields), for comparison. You can see that I have the option to add many additional fields to the status update, which is not an option for the portfolio as seen above.
Is there any way to allow for additional custom fields to be added to the status update for both a project and a portfolio, regardless if it is located in a portfolio or not?