Cannot see the feature to add bundle and rules in the portfolio anymore? Am I missing something?
we are using the enterprise version of asana
Hi @Nisha_Jhunjhunwala ,
I’m not sure if through the portfolio was ever possible.
Here it was described as being possible through the dashboard.
And although the link to this help article seems dead (tagging @Forum-team) this should still be possible.
Head to Log in - Asana > open your bundle > go to dashboard tab > add portfolio.
Can I move this to English Forum > Ask the Community so that many others are able to find/benefit from/add to this thread?
Hi @Jan-Rienk - Thank you for your response. I understand this but previously we were using bundles and rules in portfolio.
Could you pls advise on rules part as well?
Thank you.
A bundle that contains portfolio rules you mean? If so that’s not something I’ve seen or been aware of.
From what I understand portfolio rules are tied to one portfolio.
A workaround would be to have one rule that adds all the new projects to a central portfolio, and add the rest of the rules to this central portfolio.
Maybe a service account could be utilised for this, to not have the automations tied to a person (as they might break when they leave).
Thanks @Jan-Rienk! The link has been updated
Thank you @Jan-Rienk and @Vanessa_N. I thought I have used this functionality maybe that was some testing in Asana.