Add a new "Portfolios" column (similar to the "Connected goals" column)

Is there a way to add a “portfolio” field into an existing portfolio so I can see all portfolios that each project is multihomed in?

Hi @Joshua_Chancey,

Great idea! I’ve moved this to where you can click the title to scroll to the top and vote by clicking the Vote button (as I just did).

(We’re still working on portfolios together :slight_smile: !)

Thanks,

Larry

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Would be great to be able to see which portfolios each project is in like how you can see which project each task is in. This would be helpful to have in a field view and in the project fly out pane.

Hi @kendall.trewin,

I have moved this post to product feedback so that you can vote for it as a feature request. Currently, the last portfolio that you viewed that the project is a member of will appear above the name. I agree that it would be useful for all linked portfolios to appear here as well as the detail pane from any portfolio.

Portfolio

Be sure to scroll to the top and add your vote!

Best,

Jeremy

I’ve merged this topic into an existing one where you can click the title to scroll to the top and vote by clicking the Vote button. Any existing votes have been merged.

Thanks,

Larry

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Let me know if there is an existing thread for this feature…

I would love it if I could have a column in my portfolios that shows what other portfolios each project is cross-listed in. Almost all of our projects are in multiple portfolios, and it would be super useful to be able to see them all at a glance. I’m envisioning the same behavior as the project column for tasks, where you can add and remove them without delving into each project individually. This would be especially useful at the end of the year when I’m making new portfolios for the next year (we like to have separate portfolios for each year so we can compare easily between years).

@Jinmu_Staddon,

I’ve merged your post into an existing topic where you can click the title to scroll to the top and vote by clicking the Vote button.

(And thanks to the great @Joshua_Chancey (a client) for creating this English Forum > Product Feedback request!)

Larry

2 Likes

I couldn’t agree more @jinmu_staddon. This feature would safe tons of time and minimize mistakes by being able to mass assign projects to portfolios.

2 Likes

I guess this would be a separate feature, but it would also be nice to be able to connect projects to more than 8 portfolios. Some on our team have their own portfolios to organize their projects how they want, and that fills up the 8 slots quickly.

@Jinmu_Staddon, Please add that as a separate topic in English Forum > Product Feedback so it can be voted on.

Thanks,

Larry