Deafult project access sharing with a portfolio

Hi everyone, we’ve been using a brand-portfolio strategy in Asana to organize each brand’s projects into its own dedicated portfolio. We’re a small team within a larger organization, and everyone on our team works across all portfolios: the main goals are keeping projects neatly sorted and having time reporting broken down by brand.

Since the latest update on project access, we’ve been running into an issue: when a new project is created inside a portfolio, it doesn’t inherit the portfolio’s access settings and it defaults to private instead. Since our portfolios are shared across our team (not the entire organization), we’d expect projects created within them to at least reflect that same access scope. Instead, for every new project (and we have quite a few) created inside a portfolio, we have to manually click Share > Manage Access > grant access to the people having already access to that very same portfolio. Before this update, I don’t recall projects created through the portfolio page defaulting to private.

Would it be possible to have a project’s access settings default to or be prompted to match the portfolio it’s created in?

Welcome to the forum @Marco_Pedrotti ! This is a great place to get Asana knowledge and answers.

When adding a project to a portfolio, you’re prompted to grant access to the project to the people in the portfolio. However, it doesn’t change the project’s inherent access/visibility settings.

I’d recommend using a project template with the visibility and share settings that you’d like, and then add that template to your portfolio.

Access Pop-up

Project template

Adding templates to the portfolio

Let me know if this helps!

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