I don’t show there is an ability to sort or filter the Timeline within a Portfolio
Sorting and filtering options are available within Workload, but not on Portfolio just yet! I’m curious, what filters would you find useful in your Portfolio?
Hello Hello @Marie!
I see you can Filter in Workload by people and role but not sort. I love the addition of Timeline within Portfolios!
I think it would be great to sort Timelines (within Portfolios) like you can within Projects - alphabetically, start date, due date. How are projects in Timeline (within Portfolios) sorted currently? It would also be great to Filter using Custom Fields like you can within the Projects view of Portfolios.
Furthermore, are there plans to add the ability to Filter in Timeline (within Projects) by the Custom Fields applied to the Project?
I also think it would be really cool to show pinpoints of Milestones in Timeline (within Portfolios) because otherwise all you see is bodies of work from start to finish. Pinpoints that you could hover over would great IMO. This might be a separate #productfeedback to post.
Thanks for the additional insights @Jerod_Hillard, that’s super useful!
By default, the first project added to the Portfolio will appear at the top of the timeline, and all projects you enter after will be listed below.
I don’t believe this is in our near-term plans, but I’m sure this is eventually something we will look into. I’ll make sure to loop you in and update this thread when I’ve more news on this topic.
I love this idea!! Feel free to create a brand new thread for this feature request, on my end I’ll make a task for our team to consider for the next update!
@Marie - I am just now getting around to re-adding projects to a Portfolio so they appear in the desired order. I am actually showing that the newly added projects are listed first; therefore, the first added project always remains at the bottom of the list from the Timeline view. Am I doing something wrong? I think it is much more intuitive (especially for a gantt chart) to have new projects added to the bottom of the list as you mentioned.