Portfolio mandatory fields and default view

Would be useful to have the option to choose the fields on the portfolio - both what fields are mandatory and which field to display in the portfolio view (i.e. I may not need to show the “dates” or “priority” field … so I would like to choose not to display)

Welcome to the Forum @Paul_Selway and thanks for sharing your feedback with us; we will definitely keep this in mind for future improvements. I’ll also make sure to update this thread as soon as I have an update on this topic!

The portfolio view is fantastic for managers to get an overview for projects and guide conversations with reports about specific projects or with higher-ups about increased staffing for projects.

One feature that would help with usability would be to customize the columns in the portfolio. For example, the “Task Progress” or “Milestone” column is not as interesting for us, but we are unable to remove it. Similarly, we would like to be able to re-order the columns in the portfolio and change the column width. Looking forward to seeing continued improvement!


Hi @Scott_Lynn, welcome to the Forum! :wave:

Thank you so much for sharing your feedback with us! Hopefully this is something we can implement in future updates.

We already have a thread on this topic, so I’ve gone ahead and merged this post to consolidate feedback about it. I hope it’s OK. I’ll also make sure to update this thread as soon as I have an update on my end.

Have a great day! :grinning:

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Hi Natalia - is there an update on this request?

Hi all, great news! :tada:

We’ve recently announced some updates to Portfolios and going forward, it will be possible to show/hide fields in Portfolios!

You can find the full update announcement below:

Let us know what you think in the comments of the announcement! :rocket:

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