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Please consider adding portfolio level dashboards to your roadmap. I'm guessing that most ProjectSight users (including us) have multiple projects contined within a portfolio. It is extremely time-consuming to check project status, items assigned to me/my company, and items due by going in-and-out of every project contained within the portfolio. There should be a portfolio-level dashboard similar to the project-level dashboard that gathers information from all projects assigned to you within that portfolio.
It would be great if you had similar data controls/widgets at the portfolio level that allowed the user to quickly select all projects assigned to them or selectivly choose the projects they want to be included.
To further build upon this request, it would be useful to hyperlink the project data to the project's data module. ie. If the user has 5 RFI's assigned to them in Project A, 10 in Project B, and 15 in Project C, and the user selected all three projects to display in the portfolio level dashboard. If the user selects the 10 RFI's assigned to them in Project B, it should open the RFI module within that project.
We discussed this today as a group, that this is a must for all Project Managers and Administrative Staff.
The overarching home widget dashboard would be extremely beneficial.
This is a great idea and a must! I hope the development team reaches out to users for input on this. The may be a lot of different needs depending on the company type and the user involvement in the project. Since we get notifications via email. When you build the user dashboard can you give the ability to toggle highlighting or only show updated items to eliminate the need to browse through to find an item? Give the user ability to toggle new information in the past 24 hrs, 48 hrs, week which could be helpful if someone is coming back from being out of the office.
Would be great if we also had an All Portfolio's view. Particularly All Action Items across all portfolios and projects assigned to me.
agree
1000% Agree.
We need Portfolio Level Dashboards and Reporting as well as an "All Projects" view for those Project Executives managing 5 or more projects.