Add portfolio management feature
S
Sophia Kaminski
As a program manager, I'd like a feature where I am able to view, review and create reports/dashboard from a portfolio prospective
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A
Abdalla Doleh
I, too, am a program manager and I could use the high level view of projects and progress dashboard.
andrew mcfarlane
Hi clickup team - Asana just released this feature today. This is something we really need also.
Zeb
andrew mcfarlane: It's on the way! This will be released this year.
CY CHAN
Zeb: it’s a great move to have portfolios. May I further suggest the following:
I thot I could use the Portfolio as my client level and would then link various projects to this portfolio.
Unfortunately, there is only a simple name field available. Portfolio level should have somewhere that we can input information (in addition to just a simple name field).
Also, I thot it makes more sense to be able link projects to portfolio, rather than just lists.
To go around the problem I had to create all projects as lists and probably name the list and project as the same.
Am I missing something here?
CY
Zeb
CY CHAN: We're adding Custom Fields for Portfolios very soon!
CY CHAN
Zeb: YES!!! what about linking projects instead of lists?
Zeb
CY CHAN: Yep we're adding that after 2.0 (Projects are changing a bit with 2.0 which is why didn't do this yet)
CY CHAN
Zeb: THIS IS GOOD NEWS!! Thanks Zeb
Zeb
CY CHAN: My pleasure!