Customs Fields in Portfolio
Pablo Fernandez Osorio
The ability to create custom fields within the lists to view in the portfolio screen.
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Ryan Breen
this really is must-needed, thanks!
Ondřej Šams
Please do it, it would be super helpful and easy to make for your developers!
Melanie von Schorlemer
Please add the possibility to select various Custom Fields in the Portfolio such as income, budget expenses, actual expenses, lifecycle stage (e.g. planning, delivery), progress against baseline
Justine Dechaine
Would like to bump this up! The Project Owner column is great. Would like to add other "People" columns for key project roles.
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Ken Vedder
Ill second this request. I treat each list as a project for my team and need to see the custom field for each list in the portfolio view
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Tracy Hawkins
This feels essential to portfolio management. Currently, I have to maintain a list with the projects as tasks so that I can add custom fields and see the overview of what's going on. This is duplicate work. The portfolio dashboard should do this for me.
Lauren Keiser
We also need to add a custom field to the portfolio view, just a text field so we can write a note with more detail on the projects
Sonja Ulland
It would be very helpful to have custom fields within the portfolio view. When you have to manage large portfolios, normally the management wants to see information like: which strategic target is this project dedicated to, which departments are affected, what is the change impact level, ... if ClickUp would offer this option in the future, it would really jump a large step ahead of ASANA for example, which offers only a poor version of portfolio view. Looking forward to progress in this feature!
Mathieu Ducollet
we'd like to see at first glance a custom field dropdown that shows the phase of a project ex. discovery, execution, monitoring etc.
Hemant Kumar
Merged in a post:
Filter tasks From Lists in Portfolios
Pablo Fernandez Osorio
Ability to add filters in portfolios to filter out the tasks inside lists in the portfolio
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