We are moving to Asana to have a better group view on the project portfolio of each individual company.
Our IT managers are maintaining their project portfolio and it would be nice to able to export the portfolio in kind of PDF format, so it can be pasted in PowerPoint presentations to management or on the digital workplace environment to inform our end users.
When you export a portfolio to Excel CSV format, you still have lot of work to make it presentable.
Now the workarround is to make several screenshots and paste these in the PowerPoint.
I agree, the export options for portfolio data are lacking. I have to present project status to stakeholders outside of Asana often. The easiest option Iâve found is to create a dashboard, within the reporting function. (FYI only available in premium or higher).
You can create custom charts, based on specific fields and filters. Portfolios can be selected as a filter, and you can extract overview data from there (ie: assignee, due date, etc.). Then you can download an image of the chart and pop that into a presentation slide.
Itâs been over a year and you still canât share a read-only link to a Portfolio - what a bummer! We need to be able to share Portfolio views of a selection of projects as opposed to one project at a time.
It would be super helpful, if we could share a Portlios to a external people who are not part of our company. In Projects we have public read only links to give access to projects. The same function would be interesting for Portfolios
Welcome to the Asana Community Forum @Benni_Amann
Thank you for sharing your feedback! I have merged your post into an existing product feedback thread. Donât forget to leave your vote at the top.
Echoing whatâs been said many times here - a public read only link to Portfolios would be hugely helpful in keeping external stakeholders up to date with projects; much more helpful than project read only access. It doesnât make sense to consider additional licenses for these external stakeholders and is a reason to push us to another tool.
Also agreeing with this. I can make an amazing report through Asana on our teamâs status with projects - yet I canât share that report with people who arenât/should not be a full-blown member of Asana.
I am not entirely sure if Asanaâs goal is to make it easier for people not be in Asana. They would kinda shoot themselves in the foot⊠Thatâs only my personal opinion of course
I agree as well, a public link for the workload view, much like the tasks list view⊠where it doesnât matter if youâre part of the project or team or not⊠but that you can see the workload of a certain team⊠is absolutely a need for me. Or a way to share that workload view without having to go with public permissions for all teams/projects.
I am managing an organization, and thanks to Asana, my day-to-day is very comfortable.
However, I am not able to provide a license to every member of the organization, which makes it difficult for me to fully utilize portfolios.
Therefore, I strongly request the implementation of read-only links for portfolios.
I know what you mean, I would be happy to add them as members, or even âreport level membersâ so they can see the reports and the data, but not having to add them to projects, setting individual permissions etc.
