I’m trying to get our team to provide additional details & resources in their projects. One thing we’ve run into is that when people land on the Overview tab, the info I’d like to have readily accessible is not “above the fold” on the screen.
We don’t currently use goals, and the list of project members/roles isn’t key high-value info that needs to be seen frequently. Rating the importance of the content on the Overview tab, in terms of which info folks will need to access most frequently, our team ranks Project Description, Key Resources, and Milestones as most important. Project Roles, Connected Portfolios, and Connected Goals are not important, so I’d like to be able to move these around—ideally creating a default layout that applies across all new projects.
It would also be helpful to include custom field values for the project. We use these in portfolio view to track a few aspects of projects (which client it’s for, which department owns it, etc. Having a customizable view would make this much more useful for our team.