Relying on Portfolios?
Using the Workload Widget?
Want to gather your projects in a portfolio for a complete overview?
Here’s a tip that will make your life easier!
Custom Fields: Your Secret to Success
Sort Projects by Years:
Use a custom field to efficiently organize your projects.
Ideal for: Architects, Engineering Offices, Companies with long-term projects.
Purpose: Allows sorting and analyzing how many orders were received in which year, month, or quarter.
Flexibility in Sorting:
- Months: January, February, etc.
- Years: 2021, 2022, 2023.
- Quarters: Q1, Q2, Q3.
Dashboard Filter for Analysis:
Filter projects by years: Like in Excel, only better!
Create diagrams for each year: Gain valuable insights and analyses, simply!
This method not only allows you to manage your projects efficiently but also helps identify important trends and developments.
Step by Step
Add a new field in the portfolio.
Give the field a suitable name.
“Expected Project Start (Year)”
“Order Receipt (Month)”
Choose what best suits your needs!
Create selectable options.
Years like 2022, 2021, …
Months, quarters, etc.
Save the field for your company.
This way, other team members can also use it.
Now, you can assign an option to each project.
Good luck with the implementation!