Adding projects from teams into portfolios

Tips and Tricks
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#1

I’ve tried to figure this out on my own, but am not quite there yet…

My organization has a lot of teams (organized by client) with multiple projects inside each team. I am responsible for managing a team of people who look after multiple clients and would like an easy way to track their workload.

I am in all of the client teams but am not included in all of the projects. Is there a way to select multiple teams to add to a portfolio and have all of their projects automatically added as they are created?

Thanks for your help!

#2

Hi @primrosem and welcome to the Forum!

As it stands, it is only possible to add projects one by one to a Portfolio. It is not possible to add all of a Team’s projects at once. You can learn more about Portfolios in the following Guide article: Portfolios

There is an existing thread in the #productfeedback requesting this functionality: Portfolio: Add All of a Teams' Projects at Once - #5 by Christopher_Milburn. In case you haven’t yet, I would suggest you to upvote it!

Have a great Wednesday @primrosem

#3

Not sure if that helps but my tool minimalist work - Work less with better tools and methods will add every single project (up to 250) into the portfolio of your choosing…

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#4