Portfolio templates - Manual repetitive work and time consumed

Hi Team,

It would be super helpful if there was a way to create portfolio level templates. I have a portfolio which has rules and nested portfolios and projects under it. I have to replicate nested portfolio creation for every other brand that we onboard leading to a lot of manual repetitive work and time.

If there was a way to create templates for portfolio that would save a lot of time and manual work.

P.S. If there is a tip or alternative for this currently, would really appreciate that as well.

Thanks!

2 posts were merged into an existing topic: Portfolio Templates