My company has many complex programs that are made up of multiple projects, which Asana calls a portfolio. Each department has multiple portfolios. As the Head of the PMO, I need an easy way to evaluate risks and health of the overall company’s projects, which is many levels of portfolios.
Portfolio 1: Build House
Project: Design and obtain land
Project: Build exterior and interior of house
That Portfolio exists within another Portfolio called Build Town
Portfolio: Build House
Portfolio: Build Fire station
Portfolio: Build School
Portfolio; Build Grocery Store
These Portfolios existing within another portfolio called, Cities in State.
There are at least four states… so this scales quickly.
When I run a report, I want to quickly see across this portfolio of portfolios of portfolios the projects that are overall at risk, major deadlines that will be missed, etc.
Right now, I have to literally open and check every single portfolio. I cannot have the executive level view, which makes reporting tedious and hard. I also cannot even download data that would enable me to do this type or reporting outside of the tool so we might have to move tools. While most teams don’t need this level of nesting, it is critical for me to do my work. I’d love to see more functionality specific for those of us who manage massive bodies of work across many portfolios.