Learning Track
This Help Article appears in the Project Management in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
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Manage My Project Portfolio
Applies to
Resource Management
This Help Article Appears in the Following Learning Tracks
You can filter your portfolio and save the view so you're only looking at the projects you want to see.
To create a saved view:
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On the main navigation, click Projects.
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On the left sidebar under Show, apply the filters you want to use. The screenshot below uses Project Custom Fields as filters: Billability, Priority, and Project Owner.
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On the left sidebar under My Views or Shared Views click + Save Current View.
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Only you can see reports saved under My Views.
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Anyone with access to the Project Portfolio page can see reports saved under Shared Views.
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