Can we make a portfolio view for each project within a team?

English Forum Tips and Tricks
1

Can we make a portfolio view for each project within a team? Right now we need to manually add each project into the All Clients portfolio.

2

Hi,

You can use my tool, the second button will move all projects from a team into a portfolio.

I also have the ability to automate this, and run it every day automatically if you need. I coded it for many of our clients.

Note: there is no automation yet at the project level. If all your projects come from a template (v2) you can setup the template to automatically add projects to a given portfolio.

1 Like
3

This topic was automatically closed after 6 days. New replies are no longer allowed.