The portfolio feature is fabulous - we use it weekly to review completed work and to manage the workload for the coming week (e.g., workload level by team member and prioritization relative to upcoming project specific milestones). The new feature which allows the completed task view vs the incomplete task view has solved a big issue with over reporting of hours of effort.
Having the ability to add projects from a Team all at once would be a huge time saver and would ensure that all of the projects are reflected without concern for one or more projects being inadvertently omitted. That said, here are two requested considerations.
Could the adding of projects to a single portfolio INCLUDE the option of “adding all of a team’s projects at once” PLUS individual projects from another team? This solution is our highest priority from an efficiency perspective.
Given that the maximum # of projects per portfolio is limited to 250, then it would be ideal to be able to select “add all of a Team’s Projects at Once” but limit the inclusion to UNARCHIVED. If this is not possible, then as a work around on our end, archived projects could be moved to a newly created team for safekeeping thereby allowing “adding all of a Team’s projects at once” to only reflect unarchived projects.