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[Richard_Sather]

Hi @Dave_Pfeiffer , your manual steps will soon be over with the introduction of Rules, coming soon to Portfolios! These will include add/removing members as actions, similar to project rules where you can add/remove collaborators!

You can follow this thread, here:

Rules for Portfolios or Projects

Are there any plans to add Rules to Projects or Portfolios? We use Portfolio view to do multi-level reviews of our ongoing projects, and we have a few processes that are tied to our status changes on a project level (At Risk and Off Track trigger a Project Manager to Client communication for example). We would love to be able to apply some automation to the Project Level, and be able to manage it in Portfolio view.