Portfolio and Program Level Reporting

J Isaac

• November 08, 2018 22:53

Looking for projects to be associated with the programs they support and programs to be associated with the portfolio.  
Need visibility at all three levels.

1

• 

  Margaret Campbell

  • November 29, 2018 19:09

  Most teams use Custom Fields for Program and Portfolio labels:
  
  
  Custom fields can be dropdown boxes if your labels are fixed OR a text box to allow free-form typing.
  
  

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  PI Marketing

  • November 29, 2018 22:58
  • Edited

  Here's some more info on accomplishing this:

  • Add a new custom field called Portfolio. Since you can add a Project into multiple Programs, make the Portfolio value a drop-down/single choice option to reinforce the 1-1 relationship; have it contain your Programs
  • Run a Project Status report (or whichever you have configured for this)
  • Group By > Add Portfolio, then Add Program (your existing custom field)
  • Save/Run

  

  What this will do is roll up only the project data into Programs where sharing/not sharing between projects exists as their own line items.

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  Calvin Hsu

  • November 30, 2018 00:29
  • Edited

  Another example....
  

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  Dylan Wright

  • February 28, 2019 16:40

  Hi there,

  If you still need a helpful resoure for accomplishing the portfolio and program management visibility, check out our new article for Portfolio & Program Management!

  Best,
  Dylan

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