Creating a DEFAULT view for Projects and Portfolios

[Chad_Thornton1]

I am trying to set my default view on portfolios and projects. I currently use custom fields that I have to manually add for every instance and then save that as the default view for EVERY single project/portfolio I create. Surely, there is a place somewhere that I can make this my default layout/view for every new project/portfolio without having to add 4-5 custom columns to the view every time?

[lpb]

Welcome, @Chad_Thornton1,

For projects, you can create a project template with your desired custom fields and then when you go to make a new project, chose “…from a template” and use this template. If you’re on Enterprise, you could investigate the Bundles feature too.

For portfolios, you can vote on these two requests, or add your own in Product Feedback if those don’t cover it:

Portfolio Templates

Here is a scenario: Have you every worked on a portfolio that actually is repeated in the nature of the types of projects associated to it? Scenario: Let us say that you have 5 products and you run 5 marketing campaigns (open per product) each year. You build project templates and they are all nicely interconnected, dependencies, timeline, custom fields, rules, etc… You know that this work is related to your company’s goals on annual basis to support it’s delivery. Isn’t there a case to hav…

Copy Portfolios

Hello, I’d love to submit a feature request to make the ability to copy a portfolio over as a whole - so it would duplicate all of the projects in that portfolio along with their tasks/subtasks, but allow you to assign new project names and a new portfolio name.

Thanks,

Larry