Resource Management project portfolio

Select Projects in the top navigation to see your Project Portfolio.

You can organize your portfolio to display your most important projects and find the status information you need for each project. 

Select any project in your portfolio to see the detailed project page.

From the project portfolio, you can:

• Filter projects by: project state, project type, project name, client, tag, and project custom fields

• Create personal saved views 

• Created shared saved views, accessible across the organization (Resourcing Administrators only)

Work with columns

You can edit which columns appear and sort projects by column names. Select a column label at the top of the column to sort the project list alphabetically or numerically.

Saved views

Use saved views to quickly display the projects and information that matter most to you and your organization.

To save a view for yourself, select + Save Current View under My Views. If you change the view, you can save it again under the same name or give it a new name and save it as an additional view. 

Resourcing Administrators can create Shared Saved Views, that anyone in your organization who has access to the project portfolio page can use.

When used with custom fields, saved views can highlight projects that need your attention, display project work in the pipeline, or identify projects ready to be archived.

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.

Brandfolder Image