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 I’ve 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.
It’s been over a year and you still can’t 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
Echoing what’s 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 doesn’t 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 team’s status with projects - yet I can’t share that report with people who aren’t/should not be a full-blown member of Asana.
I agree as well, a public link for the workload view, much like the tasks list view… where it doesn’t matter if you’re 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 ‘report level members’ so they can see the reports and the data, but not having to add them to projects, setting individual permissions etc.