Automatically populate/ update Portfolios based on Query


#1

It would be great to automate Portfolios. As they are collections of projects, I would like to have projects that are created by certain teams/ members automatically get added to Portfolios. So, build a search and have that update regularly or run on portfolio load. This differs to the Search Save as Report in that the search seems to return Tasks not Projects, and Portfolios make more sense in being automatically updated based on attributes rather than just a search report.


#2

Welcome to the Forum @Colin_Morris and thank you so much for sharing your feedback with us! Portfolio are just out, and we’re already working on future improvements, so your feedback is very important to us! I can’t promise we will implement automation in the near future, but we will definitely take your feedback onboard and keep this option on our radar!