Export nested portfolio into CSV is not working

Hi,
I have a parent portfolio with multiple projects and portfolios (nested). When exporting the parent portfolio to CSV, the current output only includes the project list and not the nested portfolios. Please note that I am specifically looking for the status of the nested portfolios and not the list/status of projects within those portfolios.

Any guidance is appreciated!

Welcome, @Dhivyakrishnan_Radha,

Donā€™t forget to vote for your request with the purple Vote button at the top of this thread.

Thanks,

Larry

Hi @Dhivyakrishnan_Radha , I added the word ā€˜nestedā€™ in the title of this thread to make it better searchable. Hope you donā€™t mind!

2 Likes

Wondering if anyone has a solution / update on this?

Weā€™ve got a portfolio with several nested portfolios (ā€œprogramsā€) set up for readability/logical groupingā€¦ While iā€™d PREFER to have the CSV include the status the nested portfolios, it would be acceptable to show the status of the projects inside the nested portfoliosā€¦

right now it seems like the only way to do that would be to put the projects in the main portfolio, or (the route that iā€™m headed down, hoping that itā€™s the best approach for now) is to create a Reporting shadow portfolio that every project in our team lives in

In our implementation (Human Resources), weā€™ve got 500 or so nested portfolios (1 portfolio for each employee) for which we would like to export their associated fields to csv. It would be incredibly helpful to have this.

Just wanted to offer a quick update on this topicā€¦I was successful in recruiting a friend who was able write a python script and get our Portfolio data through Asanaā€™s API. Although this was not the ideal solution, I think that it was the best that we could have hoped for.

1 Like

Would it be possible for you to share the core of that python code? (presuming itā€™s not against any rules of the forum, and make sure you donā€™t share anything confidential/secret - like your API key, etcā€¦)

This is what I was working on, but iā€™m a) a newbie in python and b) new to understanding the API. I was able to understand this is possible, but havenā€™t been able to properly parse output yetā€¦