Manage My Project Portfolio

Applies to

Resource Management

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:

  1. On the main navigation, click Projects

  2. 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.

  3. On the left sidebar under My Views or Shared Views click + Save Current View

    • Only you can see reports saved under My Views.  

    • Anyone with access to the Project Portfolio page can see reports saved under Shared Views