We recently started using portfolios to group our small projects.
There are 50+ projects in this portfolio and it get’s harder and harder to get an overview or find a project.
I would appreciate if you would add grouping (like sections within a project) and filtering (based on fields for example). The sorting should be left by date within the sections to have a great view of coming projects in the timeline.
Further, it would eliminate one step if we could create a project out of the portfolio AND use a template of a (predefined) team.
I’m looking for a similar feature, where in my portfolio timeline view, I can see all the projects in the portfolio with sections color coded in the gantt bar. This way it helps to see how many are projects are in what phases against a time period.
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?
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.
When?
This feature has begun rolling out to our customers and as of May 15, we’re at 10%!
It’s would be great to be able to sort projects within sections in the Portfolio list view, for example, alphabetically. I mean without it getting rid of the sections/groups.
What’s new?
