Portfolios - Filters by Project Level Data Elements

Portfolios are a great feature for managing projects across a team or organization. We use custom data elements heavily in our portfolios, we would like the ability to filter in a portfolio by any of the project level data elements (like owner, status, dates, or custom data elements) the same way we can filter a task list based on task level elements.

This would make portfolios much easier for us to navigate. Right now, we use the Google Sheets export and have built a number of PivotTables to do this in sheets, but because the status itself comes over in plain text and not formatted in Google Sheets, it would be better to be able to easily navigate through these sorts of filters in Asana directly.

Also, we would like to be able to save off multiple views in addition to a default view (each one being able to be filtered/sorted uniquely) so it’s easy to get to a view we want quickly.

Welcome to the Forum @Prashant_Patel and thank you so much for sharing this feedback with us! :smiley:

I agree with you that having filtering options would be super useful! Hopefully this is something we can implement in the future!

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We use Portfolio to keep track of progress on multiple projects across the team. What we would like to be able to do is filter on multiple fields at once e.g. by owner, then by due date.

Additionally - filtering by any custom fields or ‘in project’ fields would also be desirable.

I can see that filtering is available on Workload which is partly what we require in terms of functionality but ‘excel’ like filtering would be great.

Any information on this would be great.

Richard

Hi @Richard_Hodgkinson, welcome to the Asana community Forum and thanks for taking the time to share your feedback with us!

We already have a product request for this feature, I’ve gone ahead and merged your thread with Portfolios - Filters by Project Level Data Elements to centralize feedback. I’ll make sure to update the main thread as soon as I have an update about this feature.