Up until about a week ago, I am sure when duplicating a project, it also included the Portfolios it was part of but it doesn’t seem to be doing so now and I’ve just built an entire process around this. Am I missing something? Is there a particular route to follow to ensure the Portfolios a project is added to also transfer to the duplicate?
For reference, I can’t use the Template Project as it doesn’t have the Custom Tabs I need on the Project, so we have opted to use a Duplicate Project.
Hi @Amy_Cookson . i did a quick test and it looks like you are right. Duplicated projects don’t seem to roll into the Portfolio they lived in originally. Perhaps that was a past functionality. I don’t know.
I don’t think there’s a way to automatically pull those duplicates into the Portfolio, at least that I can tell. I think the goal has been for people to slowly pull away from duplicating projects for project templates - but as you stated, there are limitations there still too.
I’m hopeful Asana will roll out custom tabs in project templates in the future!
I’m moved this topic so now you can vote (as I did) by scrolling to the top and clicking the purple Vote button.