I often manually add fields to portfolios to match the view in another portfolio (my Team’s main portfolio). Having the option to select from a template would be great.
Hi @Megan_Haibeck , do you feel this thread is similar to what you are suggesting?
Here is a scenario:
Have you every worked on a portfolio that actually is repeated in the nature of the types of projects associated to it?
Scenario:
Let us say that you have 5 products and you run 5 marketing campaigns (open per product) each year.
You build project templates and they are all nicely interconnected, dependencies, timeline, custom fields, rules, etc…
You know that this work is related to your company’s goals on annual basis to support it’s delivery. Isn’t there a case to hav…
If so, let me know so I can merge yours into it.
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