bundles and rules are not working in portfolio, why?

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?

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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).

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Thanks @Jan-Rienk! The link has been updated :slight_smile:

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Thank you @Jan-Rienk and @Vanessa_N. I thought I have used this functionality maybe that was some testing in Asana.

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