Filtering in Portfolios

We use Portfolio to keep track of progress on multiple projects across the team. What we would like to be able to do is filter on multiple fields at once e.g. by owner, then by due date.

Additionally - filtering by any custom fields or ‘in project’ fields would also be desirable.

I can see that filtering is available on Workload which is partly what we require in terms of functionality but ‘excel’ like filtering would be great.

Any information on this would be great.


2 posts were merged into an existing topic: Portfolios - Filters by Project Level Data Elements

Hi everyone

Thanks for sharing your feedback with us - I’m happy to share that we’re rolling out Portfolio Filters!

Want to filter a Portfolio that has a long list of projects to get a more strategic view? Perhaps, you only want to see projects where owners have marked it as “At Risk”. Or, wanted to remove archived projects from your view and only see unarchived ones?

:rocket: What’s new?

Introducing Portfolio Filters - we want to make it easier for you to better manage your Portfolios by introducing basic filtering functionality to help you more easily create the views you need when you have a large list of projects.

To add a filter, it’s as easy as clicking on the “Filter” icon on the top right and selecting your view.

You’ll be able to filter by archive status, completion status, owner, priority, status or status update.

This feature has begun rolling out to our customers and as of May 15, we’re at 10%!