Populate milestone due dates from projects into portfolio list view

[lpb]

Note: Not a solution but marked as such to elevate a key reply

@Samuel_Michaels2,

I’ve moved your post to where you can click the title to scroll to the top and vote by clicking the Vote button.

There’s an existing workaround, though, that can create exactly what you’re asking for as shown in your screenshot. See this post and also the entire topic it’s in:

How to link the due date of a specific task or subtask into a custom field of a portfolio

Just following up, @Tetsuo_Kawakami, that this worked well for my client and me; thanks! For others: I was confused about the use of the 1. “specific-task” custom field. It’s actually completely optional and in no way needed to achieve the linking effect. Users may already be using their own manner of designating the task with the due date in it to promote to the portfolio, or not need to identify it this way. Instead of the 2. “dummy date” field name, I used: “Arbitrary Date Received | Match…

A note re the Milestone progress portfolio column:

@Samuel_Michaels2

how am I supposed to see at a glance which milestones are up next?

They are displayed in order left to right by Due date. Also, any overdue milestones are shown as red diamonds.

Thanks,

Larry