Create a saved view of the project portfolio

You can filter your portfolio and save the view to quickly see only the projects you want.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Administrators
  • Portfolio Editors
  • People Schedulers
  • Project Editors
  • Portfolio Reporters
  • Portfolio Viewers

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

  1. In the top navigation, select Projects.
  2. On the left panel, under Show, apply the filters you want to use. 
    • The screenshot below uses project custom fields as filters: Billability, Priority, and Project Owner.
  3. On the left panel, under My Views or Shared Views, click + Save Current View.
    • Only you can see reports saved under My Views.
    • Anyone with access to the Projects portfolio page can see reports saved under Shared Views.
  4. Name the view and select Save.
Save current filtered view of project list