I don’t think the UX on the Portfolios page is very functional. It would be great to have Portfolios grouped together in the sidebar, the same way Reports are grouped.
Agreed!
Hi @Justine_D, at the moment you can mark your portfolio as favorite and Organize it in your sidebar. This would be similar as the “save report” option.
Thanks again for sharing your feedback and I’ll comment in this thread once I have more information of any similar feature!
Also organize projects under the corresponding portfolio
My project was set-up and then I added it to my Portfolio. Now on the sidebar it shows the project listed seperatelyl and groupped in my portfolio. I would like to only see the project under the portfiolio. How do I do that?
If you put the portfolios in Favorite, then you can go over it and a list of projects will appear.
Thank you. I am just trying to figure out why under create we have portfolio and project. Yet if I move project under portfolio project shows up under portfolio and then listed separately. My end result I want is to have the project show up once under the portfolio. So if I add my portfolio to favorites this eliminates my dilemma?
@anon1808381, Please have a look at my post below which I think will explain what’s possible in the sidebar and how the Projects sections works there:
Thanks,
Larry
Please implement this option as a setting for the sidebar, it definitely gets a bit unorganized; if you have things organized by portfolios.