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,
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Thanks,
Larry
Hi @Dhivyakrishnan_Radha , I added the word ānestedā in the title of this thread to make it better searchable. Hope you donāt mind!
Wondering if anyone has a solution / update on this?
Weāve got a portfolio with several nested portfolios (āprogramsā) set up for readability/logical groupingā¦ While iād 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 iām headed down, hoping that itās 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), weāve 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.