We add custom fields to the List View of our Portfolios for top level information, such as Revenue, Costs, etc.
We don’t add these fields inside of the projects themselves.
The new Dashboard feature is great, but would love the ability for them to pull data from the Portfolio level instead of just the project level.
Hi @Brian_Altman, thanks for taking the time to provide this feedback.
Hopefully this is something our Product team can implement for Reporting in the near future! I’ll let you know here if I have any updates
Definitely upvoting the ability to pull custom field data in dashboards at the portfolio level. There is so much high level data that makes sense at the portfolio level, but does not make sense to include at the project/task level…having the ability to report on the custom fields added to the portfolio level would help transform our business reporting. @Rebecca_McGrath is there any update on if this is a planned update to the product? Is there any workaround at the moment?