Portfolios dropdown in sidebar (similar to reports)

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.

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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.

Screenshot 2020-08-14 at 08.57.14

Thanks again for sharing your feedback and I’ll comment in this thread once I have more information of any similar feature! :slight_smile:

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Also organize projects under the corresponding portfolio

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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.

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