Show Project Roles at the Portfolio Level

It would be great to be able to select and show project roles and project overview information/fields at the portfolio level. Screenshot attached for example…

I have the Producer(s) and PM(s) as project roles that populate to each project when using a template. Currently I have to manually input all the fields shown in the portfolio when the information already exists at the project level (on overview tab). It would save a lot of time and re-work if the portfolio could pull that information in when a new project is added to it.

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I am replying to start boosting this request. It would be ideal for the project roles section in the overview tab of a project to map into a portfolio field. Right now we are duplicating efforts.

2 Likes