Hi @Chams_JAOUADI , can you clarify whether you want these custom fields to appear in a status report for:
A. a project within your portfolio?
B. the portfolio that your projects are within?
I will just summarise my previous post: the custom fields added to a portfolio will appear in the status update report of a project within that portfolio. You cannot add custom fields to a status report of a portfolio itself, even if it is nested within another portfolio.
tks fr your answer ! I’ll try to be enlight my issue
Well, I have a dozen of projects that are in my portfolio. There are 3 sponspors splitted on these projects.
I need to have in the report linked with the portfolio the sponsor field, so I’ll be able to build the KPI using this field.
I hope it’s better explained
HI @Chams_JAOUADI , I think I have understood what you are trying to achieve, but unfortunately I don’t think it is possible. I am a bit confused however with the KPI you mentioned that you are trying to ‘build’? Do you mean the Goals feature? And the portfolio linked to the report, you mean a status report of a portfolio, right?
Perhaps if you provide some screenshots would help (cross out any sensitive data). Ideally if you can show what you have setup and on which page you are trying to create the status report… maybe we can help further