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 a…

Welcome, @Uttkarsh_Kumar_Singh , I’ve merged your post into an existing topic where you can click the title to scroll to the top and vote by clicking the Vote button. Thanks, Larry

Portfolio templates - Manual repetitive work and time consumed

English Forum Product Feedback

lpb Split this topic 14 May 2025 22:21 2

2 posts were merged into an existing topic: Portfolio Templates

Topic		Replies	Views
Templates for Portfolio Views Product Feedback	1	42	12 March 2025
Portfolio Rules - Create a NEW templated Project when the Portfolio is generated Product Feedback	0	43	2 October 2024
Portfolio Templates Product Feedback portfolios	34	5393	10 July 2025
Portfolios template Product Feedback	2	1696	15 September 2023
Portfolio updates changing the questions globally Product Feedback status-updates , portfolios	5	1167	12 October 2022

Portfolio templates - Manual repetitive work and time consumed

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