Portfolios FAQ
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- Who can see my Portfolio?
- Does anything happen to the project when I add it to my portfolio?
- How do I add a custom field to portfolio?
- How do I create a custom field from the toolbar?
- How can I export my Portfolio?
- Can I receive an email notification about my Portfolio?
- What are the Portfolio Limits?
Who can see my Portfolio?
Anyone you share the url with in the Organization will be able to access your Portfolio. Once they visit the url, it will automatically show up in their recents section in Portfolios view. If any of your projects in the Portfolio are private, they will see a notification at the bottom of the screen letting them know some projects are private.
Does anything happen to the project when I add it to my portfolio?
Yes, you automatically become a project status follower for all of the projects. You will get notified when any of the projects in your Portfolio have a status update.
How do I add a custom field to my portfolio?
If there is a specific way you and your team prefer to sort Portfolios, you can save it as the default view for everyone. Alternatively, from the fields icon within the Portfolio view, a drop down will give you an option to click on +Add field. From here a pop up window will appear allowing you to add a custom field.
From the Add Field tab you can:
- Add a Field title
- Select the Field type
- Add a description
- Add the field to your Organization's field library so that it can be reused across the Organization.
How do I create a custom field from the toolbar?
To add a custom field from your toolbar, click on Customize and then +Add field.
From the Add Field tab you can:
- Add a Field title
- Select the Field type
- Add a description
- Add the field to your Organization's field library so that it can be reused across the Organization.
You can add up to 20 fields per Portfolio. 5 fields can also be shown in the Portfolio view at any time.
How can I export my Portfolio?
To export your Portfolio:
- Click the three dot icon next to the Portfolio title
- Select Export to Google Sheets
You can export your Portfolio at any time using Google-Sheets. Everything will be exported, including the actual status language.
Can I receive an email notification about my Portfolio?
Yes, you can receive a weekly email once you check the Weekly Report box in your email notification settings.
What are the Portfolio Limits?
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How many Portfolios can I create? There is no limit
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How many Portfolios can appear in my Recents at the same time? 20 Portfolios max and there is no time limit
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How many projects can I add to a Portfolio? 250 max (including archived projects)
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How many custom fields can I add to a Portfolio? 30 max
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How many custom fields can be shown in Portfolio view at one time? 30 max
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How many Portfolio Weekly Report email notifications can I receive per week? 20 max
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How many projects are included in each weekly report email? 50 max, however a link provided will allow you to view more.
