Portfolio View is the all-in-one place to see the detail of Project Navigator combined with the flexibility of a Table View. Read on for how to customize this for you.
To access it, click on the Portfolio View text in the left-hand panel. Once you click on that, you will end up in a space like this:
Components of Portfolio View: Projects, Details & Actions
You can build a Portfolio view your way, including these 3 building blocks:
- The "Add projects" dropdown will allow you to select which projects you'd like to see.
- The dropdown for "Project details and fields" allows you to pull in project fields and custom fields
- The dropdown that says "Add actions and subactions" allows you to pull in the status of the actions and subactions that are living across projects listed on the left. The due date for those actions appears, and a checkmark if they are completed
In this example, we have four project fields pulling in: Description, Project due date, Status, and Status Description. All of these can be edited within the "Home" button of a project. Just click on the project in the table and click "Home" toward the top right.
Actions pulled into the portfolio view will show a due date, a green check to show completion, or "N/A" if the action card doesn't exist yet in one of the selected projects.
Create, Save & Share:
Portfolio View is best leveraged when looking at multiple projects that have the same action cards and/or custom fields because you can then compare those projects accurately and efficiently.
See more in this related post: https://hive.com/blog/portfolio-view/